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 | $113,934 | $180,449-36.9% | $154,107-26.1% | $135,375-15.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 7.88% | 888.09%-880.2pp | 735.12%-727.2pp | 519.73%-511.9pp |
| Employer contribution / active EE | $7,203 | $6,035+19.4% | $5,298+36.0% | $4,779+50.7% |
| Participant deferral / active EE | $3,947 | $5,806-32.0% | $5,081-22.3% | $5,609-29.6% |
| Admin fee / account holder | $7,152 | $16,143-55.7% | $13,411-46.7% | $10,827-33.9% |