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 | $136,367 | $217,402-37.3% | $185,823-26.6% | $167,490-18.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.91% | 148.36%-138.5pp | 122.05%-112.1pp | 478.56%-468.6pp |
| Employer contribution / active EE | $7,723 | $5,873+31.5% | $5,167+49.5% | $4,837+59.7% |
| Participant deferral / active EE | $9,188 | $6,356+44.5% | $5,568+65.0% | $6,341+44.9% |
| Admin fee / account holder | $1,785 | $19,811-91.0% | $16,237-89.0% | $12,309-85.5% |