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 | $111,536 | $183,963-39.4% | $162,163-31.2% | $152,861-27.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 34.87% | 150.76%-115.9pp | 115.59%-80.7pp | 345.32%-310.5pp |
| Employer contribution / active EE | $8,520 | $6,371+33.7% | $5,614+51.8% | $4,762+78.9% |
| Participant deferral / active EE | $4,819 | $8,034-40.0% | $7,298-34.0% | $5,850-17.6% |
| Admin fee / account holder | $1,220 | $13,121-90.7% | $10,843-88.7% | $11,596-89.5% |