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 | $135,454 | $209,411-35.3% | $178,490-24.1% | $158,922-14.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 25.40% | 188.75%-163.3pp | 151.07%-125.7pp | 302.83%-277.4pp |
| Employer contribution / active EE | $1,916 | $5,706-66.4% | $5,011-61.8% | $4,761-59.8% |
| Participant deferral / active EE | $7,998 | $5,954+34.3% | $5,202+53.8% | $5,982+33.7% |
| Admin fee / account holder | $991 | $17,074-94.2% | $13,984-92.9% | $11,246-91.2% |