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 | $64,698 | $209,411-69.1% | $178,490-63.8% | $158,922-59.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.59% | 188.75%-181.2pp | 151.07%-143.5pp | 302.83%-295.2pp |
| Employer contribution / active EE | $4,995 | $5,706-12.5% | $5,011-0.3% | $4,761+4.9% |
| Participant deferral / active EE | $7,522 | $5,954+26.3% | $5,202+44.6% | $5,982+25.7% |
| Admin fee / account holder | $728 | $17,074-95.7% | $13,984-94.8% | $11,246-93.5% |