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 | $134,067 | $198,466-32.4% | $170,442-21.3% | $147,584-9.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.45% | 257.29%-240.8pp | 205.93%-189.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $7,856 | $6,184+27.0% | $5,433+44.6% | $4,876+61.1% |
| Participant deferral / active EE | $5,110 | $5,629-9.2% | $4,939+3.4% | $5,439-6.1% |
| Admin fee / account holder | $2,057 | $16,852-87.8% | $13,880-85.2% | $10,885-81.1% |