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 | $99,752 | $209,411-52.4% | $178,490-44.1% | $158,922-37.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.88% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $7,434 | $5,706+30.3% | $5,011+48.4% | $4,761+56.1% |
| Participant deferral / active EE | $5,543 | $5,954-6.9% | $5,202+6.6% | $5,982-7.3% |
| Admin fee / account holder | $668 | $17,074-96.1% | $13,984-95.2% | $11,246-94.1% |