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 | $100,757 | $209,411-51.9% | $178,490-43.6% | $158,922-36.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.55% | 188.75%-179.2pp | 151.07%-141.5pp | 302.83%-293.3pp |
| Employer contribution / active EE | $5,000 | $5,706-12.4% | $5,011-0.2% | $4,761+5.0% |
| Participant deferral / active EE | $6,952 | $5,954+16.8% | $5,202+33.6% | $5,982+16.2% |
| Admin fee / account holder | $500 | $17,074-97.1% | $13,984-96.4% | $11,246-95.6% |