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 | $158,398-29.8% | $126,539-12.2% | $142,382-21.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.86% | 593.76%-579.9pp | 425.95%-412.1pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,162 | $4,650-10.5% | $3,674+13.3% | $4,299-3.2% |
| Participant deferral / active EE | $5,231 | $4,767+9.7% | $4,083+28.1% | $6,507-19.6% |
| Admin fee / account holder | $519 | $6,918-92.5% | $6,065-91.4% | $12,624-95.9% |