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 | $89,906 | $176,056-48.9% | $159,436-43.6% | $167,490-46.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.65% | 331.75%-315.1pp | 263.57%-246.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $11,163 | $5,297+110.7% | $4,829+131.1% | $4,837+130.8% |
| Participant deferral / active EE | $4,493 | $7,750-42.0% | $7,352-38.9% | $6,341-29.1% |
| Admin fee / account holder | $26,460 | $12,554+110.8% | $10,799+145.0% | $12,309+115.0% |