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 | $67,210 | $144,119-53.4% | $117,854-43.0% | $147,584-54.5% |
| Participation rate | 95.0% | 83.4%+11.6pp | 79.7%+15.3pp | 82.8%+12.2pp |
| Annual return | 10.07% | 531.15%-521.1pp | 335.08%-325.0pp | 578.55%-568.5pp |
| Employer contribution / active EE | $4,698 | $4,896-4.1% | $3,786+24.1% | $4,876-3.7% |
| Participant deferral / active EE | $4,644 | $5,316-12.6% | $4,482+3.6% | $5,439-14.6% |
| Admin fee / account holder | $3,214 | $10,886-70.5% | $8,020-59.9% | $10,885-70.5% |