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 | $95,736 | $176,056-45.6% | $159,436-40.0% | $167,490-42.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.81% | 331.75%-316.9pp | 263.57%-248.8pp | 478.56%-463.7pp |
| Employer contribution / active EE | $3,917 | $5,297-26.1% | $4,829-18.9% | $4,837-19.0% |
| Participant deferral / active EE | $7,353 | $7,750-5.1% | $7,3520% | $6,341+16.0% |
| Admin fee / account holder | $19,616 | $12,554+56.3% | $10,799+81.7% | $12,309+59.4% |