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 | $47,754 | $183,963-74.0% | $162,163-70.6% | $152,861-68.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.24% | 150.76%-116.5pp | 115.59%-81.4pp | 345.32%-311.1pp |
| Employer contribution / active EE | $6,900 | $6,371+8.3% | $5,614+22.9% | $4,762+44.9% |
| Participant deferral / active EE | $6,321 | $8,034-21.3% | $7,298-13.4% | $5,850+8.1% |
| Admin fee / account holder | $3,023 | $13,121-77.0% | $10,843-72.1% | $11,596-73.9% |