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 | $115,763 | $217,402-46.8% | $185,823-37.7% | $167,490-30.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.91% | 148.36%-139.5pp | 122.05%-113.1pp | 478.56%-469.7pp |
| Employer contribution / active EE | $2,703 | $5,873-54.0% | $5,167-47.7% | $4,837-44.1% |
| Participant deferral / active EE | $4,515 | $6,356-29.0% | $5,568-18.9% | $6,341-28.8% |
| Admin fee / account holder | $4,103 | $19,811-79.3% | $16,237-74.7% | $12,309-66.7% |