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 | $86,244 | $183,963-53.1% | $162,163-46.8% | $152,861-43.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.26% | 150.76%-132.5pp | 115.59%-97.3pp | 345.32%-327.1pp |
| Employer contribution / active EE | $3,566 | $6,371-44.0% | $5,614-36.5% | $4,762-25.1% |
| Participant deferral / active EE | $4,666 | $8,034-41.9% | $7,298-36.1% | $5,850-20.2% |
| Admin fee / account holder | $1,345 | $13,121-89.7% | $10,843-87.6% | $11,596-88.4% |