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 | $117,710 | $135,635-13.2% | $110,238+6.8% | $135,375-13.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.25% | 513.19%-504.9pp | 314.74%-306.5pp | 519.73%-511.5pp |
| Employer contribution / active EE | $2,952 | $4,906-39.8% | $3,826-22.8% | $4,779-38.2% |
| Participant deferral / active EE | $8,100 | $5,506+47.1% | $4,672+73.4% | $5,609+44.4% |
| Admin fee / account holder | $586 | $11,457-94.9% | $8,547-93.1% | $10,827-94.6% |