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 | $88,376 | $176,056-49.8% | $159,436-44.6% | $167,490-47.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.75% | 331.75%-321.0pp | 263.57%-252.8pp | 478.56%-467.8pp |
| Employer contribution / active EE | $5,326 | $5,297+0.5% | $4,829+10.3% | $4,837+10.1% |
| Participant deferral / active EE | $13,202 | $7,750+70.3% | $7,352+79.6% | $6,341+108.2% |
| Admin fee / account holder | $5,128 | $12,554-59.2% | $10,799-52.5% | $12,309-58.3% |