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 | $132,682 | $226,064-41.3% | $182,532-27.3% | $152,861-13.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 25.45% | 192.51%-167.1pp | 148.54%-123.1pp | 345.32%-319.9pp |
| Employer contribution / active EE | $2,179 | $4,978-56.2% | $4,076-46.6% | $4,762-54.3% |
| Participant deferral / active EE | $5,129 | $6,368-19.5% | $5,524-7.2% | $5,850-12.3% |
| Admin fee / account holder | $15,289 | $10,703+42.8% | $8,592+77.9% | $11,596+31.8% |