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 | $92,006 | $209,411-56.1% | $178,490-48.5% | $158,922-42.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.60% | 188.75%-177.1pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,903 | $5,706-49.1% | $5,011-42.1% | $4,761-39.0% |
| Participant deferral / active EE | $7,703 | $5,954+29.4% | $5,202+48.1% | $5,982+28.8% |
| Admin fee / account holder | $4,748 | $17,074-72.2% | $13,984-66.0% | $11,246-57.8% |