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 | $131,847 | $198,466-33.6% | $170,442-22.6% | $147,584-10.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.37% | 257.29%-232.9pp | 205.93%-181.6pp | 578.55%-554.2pp |
| Employer contribution / active EE | $9,527 | $6,184+54.1% | $5,433+75.4% | $4,876+95.4% |
| Participant deferral / active EE | $7,765 | $5,629+37.9% | $4,939+57.2% | $5,439+42.8% |
| Admin fee / account holder | $2,599 | $16,852-84.6% | $13,880-81.3% | $10,885-76.1% |