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 | $166,023 | $180,449-8.0% | $154,107+7.7% | $135,375+22.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.03% | 888.09%-878.1pp | 735.12%-725.1pp | 519.73%-509.7pp |
| Employer contribution / active EE | $2,539 | $6,035-57.9% | $5,298-52.1% | $4,779-46.9% |
| Participant deferral / active EE | $8,430 | $5,806+45.2% | $5,081+65.9% | $5,609+50.3% |
| Admin fee / account holder | $35,666 | $16,143+120.9% | $13,411+165.9% | $10,827+229.4% |