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 | $104,765 | $210,698-50.3% | $178,014-41.1% | $145,959-28.2% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 11.68% | 386.27%-374.6pp | 294.80%-283.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $5,868 | $4,567+28.5% | $3,950+48.6% | $4,661+25.9% |
| Participant deferral / active EE | $5,703 | $6,958-18.0% | $6,276-9.1% | $6,689-14.7% |
| Admin fee / account holder | $4,883 | $12,016-59.4% | $10,362-52.9% | $13,398-63.6% |