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 | $92,654 | $210,648-56.0% | $177,989-47.9% | $145,922-36.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.95% | 385.86%-377.9pp | 294.48%-286.5pp | 561.29%-553.3pp |
| Employer contribution / active EE | $2,132 | $4,565-53.3% | $3,949-46.0% | $4,660-54.3% |
| Participant deferral / active EE | $8,592 | $6,958+23.5% | $6,276+36.9% | $6,688+28.5% |
| Admin fee / account holder | $2,231 | $12,013-81.4% | $10,363-78.5% | $13,397-83.3% |