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 | $80,414 | $95,803-16.1% | $113,168-28.9% | $84,808-5.2% |
| Participation rate | 89.7% | 72.9%+16.9pp | 76.6%+13.2pp | 68.3%+21.4pp |
| Annual return | 106.68% | 25.00%+81.7pp | 24.27%+82.4pp | 40.90%+65.8pp |
| Employer contribution / active EE | $4,520 | $2,360+91.5% | $2,975+51.9% | $2,631+71.8% |
| Participant deferral / active EE | $8,422 | $4,242+98.5% | $5,107+64.9% | $4,212+100.0% |
| Admin fee / account holder | $35,192 | $8,989+291.5% | $12,068+191.6% | $7,344+379.2% |