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 | $78,858 | $210,648-62.6% | $177,989-55.7% | $145,922-46.0% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 8.32% | 385.86%-377.5pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $3,993 | $4,565-12.5% | $3,949+1.1% | $4,660-14.3% |
| Participant deferral / active EE | $9,332 | $6,958+34.1% | $6,276+48.7% | $6,688+39.5% |
| Admin fee / account holder | $1,071 | $12,013-91.1% | $10,363-89.7% | $13,397-92.0% |