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 | $77,337 | $138,065-44.0% | $123,544-37.4% | $135,375-42.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 9.19% | 153.68%-144.5pp | 119.20%-110.0pp | 519.73%-510.5pp |
| Employer contribution / active EE | $6,848 | $5,151+32.9% | $4,628+48.0% | $4,779+43.3% |
| Participant deferral / active EE | $3,430 | $6,799-49.6% | $6,426-46.6% | $5,609-38.8% |
| Admin fee / account holder | $10,196 | $10,916-6.6% | $9,284+9.8% | $10,827-5.8% |