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 | $142,865 | $183,963-22.3% | $162,163-11.9% | $152,861-6.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 74.59% | 150.76%-76.2pp | 115.59%-41.0pp | 345.32%-270.7pp |
| Employer contribution / active EE | $5,483 | $6,371-13.9% | $5,614-2.3% | $4,762+15.1% |
| Participant deferral / active EE | $13,571 | $8,034+68.9% | $7,298+85.9% | $5,850+132.0% |
| Admin fee / account holder | $452 | $13,121-96.6% | $10,843-95.8% | $11,596-96.1% |