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 5-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 | $106,929 | $203,436-47.4% | $152,466-29.9% | $167,490-36.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 11.91% | 13.80%-1.9pp | 757.33%-745.4pp | 478.56%-466.7pp |
| Employer contribution / active EE | $3,296 | $5,220-36.9% | $4,327-23.8% | $4,837-31.9% |
| Participant deferral / active EE | $6,668 | $6,716-0.7% | $5,820+14.6% | $6,341+5.2% |
| Admin fee / account holder | $15,131 | $22,506-32.8% | $15,805-4.3% | $12,309+22.9% |