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 | $94,533 | $183,963-48.6% | $162,163-41.7% | $152,861-38.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.34% | 150.76%-130.4pp | 115.59%-95.2pp | 345.32%-325.0pp |
| Employer contribution / active EE | $4,903 | $6,371-23.0% | $5,614-12.7% | $4,762+3.0% |
| Participant deferral / active EE | $3,291 | $8,034-59.0% | $7,298-54.9% | $5,850-43.7% |
| Admin fee / account holder | $4,813 | $13,121-63.3% | $10,843-55.6% | $11,596-58.5% |