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 | $103,142 | $183,963-43.9% | $162,163-36.4% | $152,861-32.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.17% | 150.76%-132.6pp | 115.59%-97.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,253 | $6,371-64.6% | $5,614-59.9% | $4,762-52.7% |
| Participant deferral / active EE | $8,774 | $8,034+9.2% | $7,298+20.2% | $5,850+50.0% |
| Admin fee / account holder | $1,549 | $13,121-88.2% | $10,843-85.7% | $11,596-86.6% |