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 | $106,583 | $150,187-29.0% | $120,354-11.4% | $145,922-27.0% |
| Participation rate | 88.9% | 78.8%+10.1pp | 71.9%+17.0pp | 80.3%+8.6pp |
| Annual return | 13.99% | 154.07%-140.1pp | 107.15%-93.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $3,390 | $4,348-22.0% | $3,463-2.1% | $4,660-27.2% |
| Participant deferral / active EE | $11,765 | $6,173+90.6% | $4,991+135.7% | $6,688+75.9% |
| Admin fee / account holder | $1,645 | $12,207-86.5% | $9,423-82.5% | $13,397-87.7% |