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 | $131,216 | $198,466-33.9% | $170,442-23.0% | $147,584-11.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.59% | 257.29%-245.7pp | 205.93%-194.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,124 | $6,184-17.1% | $5,433-5.7% | $4,876+5.1% |
| Participant deferral / active EE | $8,029 | $5,629+42.6% | $4,939+62.5% | $5,439+47.6% |
| Admin fee / account holder | $2,410 | $16,852-85.7% | $13,880-82.6% | $10,885-77.9% |