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 | $90,993 | $183,963-50.5% | $162,163-43.9% | $152,861-40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.91% | 150.76%-136.8pp | 115.59%-101.7pp | 345.32%-331.4pp |
| Employer contribution / active EE | $2,360 | $6,371-63.0% | $5,614-58.0% | $4,762-50.4% |
| Participant deferral / active EE | $4,192 | $8,034-47.8% | $7,298-42.6% | $5,850-28.3% |
| Admin fee / account holder | $12,672 | $13,121-3.4% | $10,843+16.9% | $11,596+9.3% |