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 | $105,402 | $198,466-46.9% | $170,442-38.2% | $147,584-28.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.65% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $6,796 | $6,184+9.9% | $5,433+25.1% | $4,876+39.4% |
| Participant deferral / active EE | $3,466 | $5,629-38.4% | $4,939-29.8% | $5,439-36.3% |
| Admin fee / account holder | $16,449 | $16,852-2.4% | $13,880+18.5% | $10,885+51.1% |