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 | $92,375 | $176,056-47.5% | $159,436-42.1% | $167,490-44.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 35.06% | 331.75%-296.7pp | 263.57%-228.5pp | 478.56%-443.5pp |
| Employer contribution / active EE | $4,951 | $5,297-6.5% | $4,829+2.5% | $4,837+2.3% |
| Participant deferral / active EE | $7,953 | $7,750+2.6% | $7,352+8.2% | $6,341+25.4% |
| Admin fee / account holder | $5,995 | $12,554-52.3% | $10,799-44.5% | $12,309-51.3% |