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 | $64,784 | $176,056-63.2% | $159,436-59.4% | $167,490-61.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.03% | 331.75%-319.7pp | 263.57%-251.5pp | 478.56%-466.5pp |
| Employer contribution / active EE | $4,031 | $5,297-23.9% | $4,829-16.5% | $4,837-16.7% |
| Participant deferral / active EE | $9,573 | $7,750+23.5% | $7,352+30.2% | $6,341+51.0% |
| Admin fee / account holder | $1,791 | $12,554-85.7% | $10,799-83.4% | $12,309-85.4% |