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 | $142,276 | $217,402-34.6% | $185,823-23.4% | $167,490-15.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.60% | 148.36%-137.8pp | 122.05%-111.4pp | 478.56%-468.0pp |
| Employer contribution / active EE | $6,124 | $5,873+4.3% | $5,167+18.5% | $4,837+26.6% |
| Participant deferral / active EE | $4,054 | $6,356-36.2% | $5,568-27.2% | $6,341-36.1% |
| Admin fee / account holder | $350 | $19,811-98.2% | $16,237-97.8% | $12,309-97.2% |