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 | $96,975 | $209,411-53.7% | $178,490-45.7% | $158,922-39.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.30% | 188.75%-170.5pp | 151.07%-132.8pp | 302.83%-284.5pp |
| Employer contribution / active EE | $5,738 | $5,706+0.6% | $5,011+14.5% | $4,761+20.5% |
| Participant deferral / active EE | $4,524 | $5,954-24.0% | $5,202-13.0% | $5,982-24.4% |
| Admin fee / account holder | $801 | $17,074-95.3% | $13,984-94.3% | $11,246-92.9% |