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 | $103,394 | $226,064-54.3% | $182,532-43.4% | $152,861-32.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 18.17% | 192.51%-174.3pp | 148.54%-130.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $5,984 | $4,978+20.2% | $4,076+46.8% | $4,762+25.7% |
| Participant deferral / active EE | $4,700 | $6,368-26.2% | $5,524-14.9% | $5,850-19.7% |
| Admin fee / account holder | $1,774 | $10,703-83.4% | $8,592-79.4% | $11,596-84.7% |