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 | $93,586 | $176,056-46.8% | $159,436-41.3% | $167,490-44.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.39% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $6,585 | $5,297+24.3% | $4,829+36.4% | $4,837+36.1% |
| Participant deferral / active EE | $19,195 | $7,750+147.7% | $7,352+161.1% | $6,341+202.7% |
| Admin fee / account holder | $6,103 | $12,554-51.4% | $10,799-43.5% | $12,309-50.4% |