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 | $91,658 | $183,963-50.2% | $162,163-43.5% | $152,861-40.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.27% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $5,612 | $6,371-11.9% | $5,6140% | $4,762+17.8% |
| Participant deferral / active EE | $12,757 | $8,034+58.8% | $7,298+74.8% | $5,850+118.1% |
| Admin fee / account holder | $400 | $13,121-97.0% | $10,843-96.3% | $11,596-96.6% |