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 | $42,299 | $183,963-77.0% | $162,163-73.9% | $152,861-72.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 128.71% | 150.76%-22.0pp | 115.59%+13.1pp | 345.32%-216.6pp |
| Employer contribution / active EE | $3,294 | $6,371-48.3% | $5,614-41.3% | $4,762-30.8% |
| Participant deferral / active EE | $8,335 | $8,034+3.7% | $7,298+14.2% | $5,850+42.5% |
| Admin fee / account holder | $1,545 | $13,121-88.2% | $10,843-85.8% | $11,596-86.7% |