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 | $123,938 | $109,327+13.4% | $89,391+38.6% | $158,922-22.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.54% | 345.68%-336.1pp | 245.62%-236.1pp | 302.83%-293.3pp |
| Employer contribution / active EE | $2,916 | $3,170-8.0% | $2,586+12.8% | $4,761-38.8% |
| Participant deferral / active EE | $6,874 | $4,598+49.5% | $3,890+76.7% | $5,982+14.9% |
| Admin fee / account holder | $1,972 | $6,153-68.0% | $4,881-59.6% | $11,246-82.5% |