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 | $98,932 | $135,952-27.2% | $123,892-20.1% | $273,961-63.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 149.83% | 56.63%+93.2pp | 47.52%+102.3pp | 41.45%+108.4pp |
| Employer contribution / active EE | $9,640 | $5,170+86.5% | $4,617+108.8% | $4,869+98.0% |
| Participant deferral / active EE | $6,481 | $6,343+2.2% | $5,984+8.3% | $5,287+22.6% |
| Admin fee / account holder | $1,903 | $9,817-80.6% | $8,357-77.2% | $10,132-81.2% |