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 | $218,340 | $131,829+65.6% | $108,579+101.1% | $273,961-20.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 93.30% | -91.57%+184.9pp | -51.70%+145.0pp | 41.45%+51.9pp |
| Employer contribution / active EE | $3,510 | $4,912-28.6% | $3,758-6.6% | $4,869-27.9% |
| Participant deferral / active EE | $7,482 | $5,127+45.9% | $4,311+73.6% | $5,287+41.5% |
| Admin fee / account holder | $3,385 | $10,252-67.0% | $7,645-55.7% | $10,132-66.6% |