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 | $103,663 | $209,411-50.5% | $178,490-41.9% | $158,922-34.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.58% | 188.75%-168.2pp | 151.07%-130.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,973 | $5,706-65.4% | $5,011-60.6% | $4,761-58.6% |
| Participant deferral / active EE | $4,793 | $5,954-19.5% | $5,202-7.9% | $5,982-19.9% |
| Admin fee / account holder | $354 | $17,074-97.9% | $13,984-97.5% | $11,246-96.9% |