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 | $106,142 | $159,901-33.6% | $146,958-27.8% | $145,922-27.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,617 | $5,286-31.6% | $4,933-26.7% | $4,660-22.4% |
| Participant deferral / active EE | $8,753 | $8,428+3.9% | $8,070+8.5% | $6,688+30.9% |
| Admin fee / account holder | $35,496 | $15,044+135.9% | $12,998+173.1% | $13,397+165.0% |