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 | $124,280 | $209,411-40.7% | $178,490-30.4% | $158,922-21.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.34% | 188.75%-178.4pp | 151.07%-140.7pp | 302.83%-292.5pp |
| Employer contribution / active EE | $9,614 | $5,706+68.5% | $5,011+91.9% | $4,761+101.9% |
| Participant deferral / active EE | $2,977 | $5,954-50.0% | $5,202-42.8% | $5,982-50.2% |
| Admin fee / account holder | $807 | $17,074-95.3% | $13,984-94.2% | $11,246-92.8% |