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 | $94,562 | $157,256-39.9% | $141,162-33.0% | $152,861-38.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 34.41% | 64.32%-29.9pp | 71.39%-37.0pp | 345.32%-310.9pp |
| Employer contribution / active EE | $11,559 | $5,261+119.7% | $4,735+144.1% | $4,762+142.7% |
| Participant deferral / active EE | $10,100 | $7,109+42.1% | $6,709+50.5% | $5,850+72.6% |
| Admin fee / account holder | $1,253 | $12,120-89.7% | $10,261-87.8% | $11,596-89.2% |