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 | $88,828 | $198,466-55.2% | $170,442-47.9% | $147,584-39.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 14.20% | 257.29%-243.1pp | 205.93%-191.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $19,366 | $6,184+213.2% | $5,433+256.5% | $4,876+297.1% |
| Participant deferral / active EE | $9,000 | $5,629+59.9% | $4,939+82.2% | $5,439+65.5% |
| Admin fee / account holder | $834 | $16,852-95.1% | $13,880-94.0% | $10,885-92.3% |