See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,007 | $183,963-28.8% | $162,163-19.2% | $152,861-14.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.43% | 150.76%-122.3pp | 115.59%-87.2pp | 345.32%-316.9pp |
| Employer contribution / active EE | $2,258 | $6,371-64.6% | $5,614-59.8% | $4,762-52.6% |
| Participant deferral / active EE | $4,566 | $8,034-43.2% | $7,298-37.4% | $5,850-22.0% |
| Admin fee / account holder | $3,264 | $13,121-75.1% | $10,843-69.9% | $11,596-71.9% |