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 | $114,922 | $176,056-34.7% | $159,436-27.9% | $167,490-31.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.01% | 331.75%-313.7pp | 263.57%-245.6pp | 478.56%-460.6pp |
| Employer contribution / active EE | $8,472 | $5,297+59.9% | $4,829+75.4% | $4,837+75.1% |
| Participant deferral / active EE | $8,219 | $7,750+6.0% | $7,352+11.8% | $6,341+29.6% |
| Admin fee / account holder | $6,569 | $12,554-47.7% | $10,799-39.2% | $12,309-46.6% |