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 | $109,811 | $209,411-47.6% | $178,490-38.5% | $158,922-30.9% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.67% | 188.75%-177.1pp | 151.07%-139.4pp | 302.83%-291.2pp |
| Employer contribution / active EE | $5,349 | $5,706-6.3% | $5,011+6.8% | $4,761+12.4% |
| Participant deferral / active EE | $5,686 | $5,954-4.5% | $5,202+9.3% | $5,982-4.9% |
| Admin fee / account holder | $3,767 | $17,074-77.9% | $13,984-73.1% | $11,246-66.5% |