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 | $119,007 | $176,056-32.4% | $159,436-25.4% | $167,490-28.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 24.40% | 331.75%-307.4pp | 263.57%-239.2pp | 478.56%-454.2pp |
| Employer contribution / active EE | $7,400 | $5,297+39.7% | $4,829+53.2% | $4,837+53.0% |
| Participant deferral / active EE | $13,305 | $7,750+71.7% | $7,352+81.0% | $6,341+109.8% |
| Admin fee / account holder | $1,904 | $12,554-84.8% | $10,799-82.4% | $12,309-84.5% |