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 | $93,625 | $144,119-35.0% | $117,854-20.6% | $147,584-36.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.99% | 531.15%-517.2pp | 335.08%-321.1pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,875 | $4,896-20.9% | $3,786+2.3% | $4,876-20.5% |
| Participant deferral / active EE | $16,218 | $5,316+205.1% | $4,482+261.9% | $5,439+198.2% |
| Admin fee / account holder | $12,371 | $10,886+13.6% | $8,020+54.3% | $10,885+13.6% |