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 | $115,735 | $160,055-27.7% | $140,016-17.3% | $135,375-14.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.88% | 911.38%-904.5pp | 651.12%-644.2pp | 519.73%-512.9pp |
| Employer contribution / active EE | $9,026 | $6,420+40.6% | $5,606+61.0% | $4,779+88.9% |
| Participant deferral / active EE | $7,240 | $7,642-5.3% | $6,927+4.5% | $5,609+29.1% |
| Admin fee / account holder | $5,553 | $13,328-58.3% | $10,705-48.1% | $10,827-48.7% |