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 | $148,021 | $209,411-29.3% | $178,490-17.1% | $158,922-6.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.24% | 188.75%-172.5pp | 151.07%-134.8pp | 302.83%-286.6pp |
| Employer contribution / active EE | $11,329 | $5,706+98.5% | $5,011+126.1% | $4,761+137.9% |
| Participant deferral / active EE | $8,013 | $5,954+34.6% | $5,202+54.0% | $5,982+33.9% |
| Admin fee / account holder | $375 | $17,074-97.8% | $13,984-97.3% | $11,246-96.7% |