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 | $99,088 | $126,574-21.7% | $106,213-6.7% | $145,922-32.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.06% | 224.79%-214.7pp | 116.14%-106.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $4,686 | $3,730+25.6% | $3,171+47.7% | $4,660+0.6% |
| Participant deferral / active EE | $6,068 | $5,724+6.0% | $5,016+21.0% | $6,688-9.3% |
| Admin fee / account holder | $3,706 | $17,304-78.6% | $11,033-66.4% | $13,397-72.3% |