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 | $106,624 | $165,335-35.5% | $149,696-28.8% | $158,922-32.9% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 16.37% | 348.15%-331.8pp | 276.60%-260.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $11,703 | $5,103+129.3% | $4,644+152.0% | $4,761+145.8% |
| Participant deferral / active EE | $3,887 | $7,181-45.9% | $6,842-43.2% | $5,982-35.0% |
| Admin fee / account holder | $398 | $10,807-96.3% | $9,309-95.7% | $11,246-96.5% |