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 | $123,993 | $209,411-40.8% | $178,490-30.5% | $158,922-22.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.69% | 188.75%-178.1pp | 151.07%-140.4pp | 302.83%-292.1pp |
| Employer contribution / active EE | $7,111 | $5,706+24.6% | $5,011+41.9% | $4,761+49.4% |
| Participant deferral / active EE | $7,831 | $5,954+31.5% | $5,202+50.6% | $5,982+30.9% |
| Admin fee / account holder | $8,966 | $17,074-47.5% | $13,984-35.9% | $11,246-20.3% |