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 | $99,316 | $210,698-52.9% | $178,014-44.2% | $145,959-32.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.56% | 386.27%-372.7pp | 294.80%-281.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,378 | $4,567-47.9% | $3,950-39.8% | $4,661-49.0% |
| Participant deferral / active EE | $9,672 | $6,958+39.0% | $6,276+54.1% | $6,689+44.6% |
| Admin fee / account holder | $3,758 | $12,016-68.7% | $10,362-63.7% | $13,398-72.0% |