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 | $75,959 | $176,056-56.9% | $159,436-52.4% | $167,490-54.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.24% | 331.75%-317.5pp | 263.57%-249.3pp | 478.56%-464.3pp |
| Employer contribution / active EE | $7,660 | $5,297+44.6% | $4,829+58.6% | $4,837+58.3% |
| Participant deferral / active EE | $7,787 | $7,750+0.5% | $7,352+5.9% | $6,341+22.8% |
| Admin fee / account holder | $3,704 | $12,554-70.5% | $10,799-65.7% | $12,309-69.9% |