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 | $94,102 | $135,635-30.6% | $110,238-14.6% | $135,375-30.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.88% | 513.19%-506.3pp | 314.74%-307.9pp | 519.73%-512.9pp |
| Employer contribution / active EE | $1,924 | $4,906-60.8% | $3,826-49.7% | $4,779-59.7% |
| Participant deferral / active EE | $4,952 | $5,506-10.1% | $4,672+6.0% | $5,609-11.7% |
| Admin fee / account holder | $1,639 | $11,457-85.7% | $8,547-80.8% | $10,827-84.9% |