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 | $102,152 | $217,402-53.0% | $185,823-45.0% | $167,490-39.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.08% | 148.36%-126.3pp | 122.05%-100.0pp | 478.56%-456.5pp |
| Employer contribution / active EE | $7,100 | $5,873+20.9% | $5,167+37.4% | $4,837+46.8% |
| Participant deferral / active EE | $3,585 | $6,356-43.6% | $5,568-35.6% | $6,341-43.5% |
| Admin fee / account holder | $824 | $19,811-95.8% | $16,237-94.9% | $12,309-93.3% |