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 | $76,436 | $121,625-37.2% | $104,607-26.9% | $158,922-51.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.29% | 465.26%-451.0pp | 340.46%-326.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $2,791 | $3,163-11.8% | $2,681+4.1% | $4,761-41.4% |
| Participant deferral / active EE | $2,161 | $4,177-48.3% | $3,740-42.2% | $5,982-63.9% |
| Admin fee / account holder | $6,041 | $7,787-22.4% | $6,473-6.7% | $11,246-46.3% |