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 | $116,746 | $209,411-44.3% | $178,490-34.6% | $158,922-26.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.91% | 188.75%-180.8pp | 151.07%-143.2pp | 302.83%-294.9pp |
| Employer contribution / active EE | $1,278 | $5,706-77.6% | $5,011-74.5% | $4,761-73.2% |
| Participant deferral / active EE | $7,419 | $5,954+24.6% | $5,202+42.6% | $5,982+24.0% |
| Admin fee / account holder | $950 | $17,074-94.4% | $13,984-93.2% | $11,246-91.6% |