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 | $113,382 | $159,901-29.1% | $146,958-22.8% | $145,922-22.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 9.97% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $11,039 | $5,286+108.8% | $4,933+123.8% | $4,660+136.9% |
| Participant deferral / active EE | $5,103 | $8,428-39.5% | $8,070-36.8% | $6,688-23.7% |
| Admin fee / account holder | $5,052 | $15,044-66.4% | $12,998-61.1% | $13,397-62.3% |