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 6-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 | $110,223 | $210,648-47.7% | $177,989-38.1% | $145,922-24.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.17% | 385.86%-375.7pp | 294.48%-284.3pp | 561.29%-551.1pp |
| Employer contribution / active EE | $2,495 | $4,565-45.3% | $3,949-36.8% | $4,660-46.4% |
| Participant deferral / active EE | $4,203 | $6,958-39.6% | $6,276-33.0% | $6,688-37.2% |
| Admin fee / account holder | $7,238 | $12,013-39.7% | $10,363-30.2% | $13,397-46.0% |