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 9-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 | $105,708 | $210,648-49.8% | $177,989-40.6% | $145,922-27.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.71% | 385.86%-368.1pp | 294.48%-276.8pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,141 | $4,565-75.0% | $3,949-71.1% | $4,660-75.5% |
| Participant deferral / active EE | $10,159 | $6,958+46.0% | $6,276+61.9% | $6,688+51.9% |
| Admin fee / account holder | $8,564 | $12,013-28.7% | $10,363-17.4% | $13,397-36.1% |