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 | $117,082 | $209,411-44.1% | $178,490-34.4% | $158,922-26.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.65% | 188.75%-166.1pp | 151.07%-128.4pp | 302.83%-280.2pp |
| Employer contribution / active EE | $2,569 | $5,706-55.0% | $5,011-48.7% | $4,761-46.0% |
| Participant deferral / active EE | $8,438 | $5,954+41.7% | $5,202+62.2% | $5,982+41.0% |
| Admin fee / account holder | $29,507 | $17,074+72.8% | $13,984+111.0% | $11,246+162.4% |