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 | $89,353 | $210,648-57.6% | $177,989-49.8% | $145,922-38.8% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.53% | 385.86%-371.3pp | 294.48%-280.0pp | 561.29%-546.8pp |
| Employer contribution / active EE | $3,437 | $4,565-24.7% | $3,949-13.0% | $4,660-26.2% |
| Participant deferral / active EE | $11,027 | $6,958+58.5% | $6,276+75.7% | $6,688+64.9% |
| Admin fee / account holder | $6,342 | $12,013-47.2% | $10,363-38.8% | $13,397-52.7% |