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 | $77,100 | $217,402-64.5% | $185,823-58.5% | $167,490-54.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.41% | 148.36%-134.0pp | 122.05%-107.6pp | 478.56%-464.2pp |
| Employer contribution / active EE | $8,865 | $5,873+50.9% | $5,167+71.5% | $4,837+83.2% |
| Participant deferral / active EE | $6,407 | $6,356+0.8% | $5,568+15.1% | $6,341+1.0% |
| Admin fee / account holder | $1,106 | $19,811-94.4% | $16,237-93.2% | $12,309-91.0% |