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 | $129,258 | $210,648-38.6% | $177,989-27.4% | $145,922-11.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.53% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.8pp |
| Employer contribution / active EE | $5,491 | $4,565+20.3% | $3,949+39.0% | $4,660+17.8% |
| Participant deferral / active EE | $6,864 | $6,958-1.4% | $6,276+9.4% | $6,688+2.6% |
| Admin fee / account holder | $5,637 | $12,013-53.1% | $10,363-45.6% | $13,397-57.9% |