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 | $51,632 | $159,934-67.7% | $147,005-64.9% | $145,959-64.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.01% | 98.24%-83.2pp | 418.76%-403.8pp | 561.95%-546.9pp |
| Employer contribution / active EE | $4,973 | $5,287-5.9% | $4,934+0.8% | $4,661+6.7% |
| Participant deferral / active EE | $8,323 | $8,427-1.2% | $8,070+3.1% | $6,689+24.4% |
| Admin fee / account holder | $1,239 | $15,053-91.8% | $13,006-90.5% | $13,398-90.7% |