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 | $141,366 | $183,963-23.2% | $162,163-12.8% | $152,861-7.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 49.45% | 150.76%-101.3pp | 115.59%-66.1pp | 345.32%-295.9pp |
| Employer contribution / active EE | $2,820 | $6,371-55.7% | $5,614-49.8% | $4,762-40.8% |
| Participant deferral / active EE | $4,148 | $8,034-48.4% | $7,298-43.2% | $5,850-29.1% |
| Admin fee / account holder | $1,429 | $13,121-89.1% | $10,843-86.8% | $11,596-87.7% |