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 | $103,118 | $158,398-34.9% | $126,539-18.5% | $142,382-27.6% |
| Participation rate | 90.9% | 75.8%+15.1pp | 69.8%+21.1pp | 80.1%+10.8pp |
| Annual return | 15.88% | 593.76%-577.9pp | 425.95%-410.1pp | 217.08%-201.2pp |
| Employer contribution / active EE | $7,539 | $4,650+62.1% | $3,674+105.2% | $4,299+75.4% |
| Participant deferral / active EE | $9,486 | $4,767+99.0% | $4,083+132.4% | $6,507+45.8% |
| Admin fee / account holder | $954 | $6,918-86.2% | $6,065-84.3% | $12,624-92.4% |