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 | $116,816 | $226,064-48.3% | $182,532-36.0% | $152,861-23.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 24.69% | 192.51%-167.8pp | 148.54%-123.8pp | 345.32%-320.6pp |
| Employer contribution / active EE | $1,380 | $4,978-72.3% | $4,076-66.1% | $4,762-71.0% |
| Participant deferral / active EE | $1,812 | $6,368-71.5% | $5,524-67.2% | $5,850-69.0% |
| Admin fee / account holder | $5,600 | $10,703-47.7% | $8,592-34.8% | $11,596-51.7% |