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 | $111,154 | $149,040-25.4% | $120,225-7.5% | $137,256-19.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.86% | 605.68%-591.8pp | 439.23%-425.4pp | 220.34%-206.5pp |
| Employer contribution / active EE | $4,162 | $4,350-4.3% | $3,475+19.8% | $4,156+0.1% |
| Participant deferral / active EE | $5,231 | $4,655+12.4% | $3,999+30.8% | $6,407-18.3% |
| Admin fee / account holder | $519 | $6,348-91.8% | $5,696-90.9% | $12,270-95.8% |