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 | $112,336 | $157,256-28.6% | $141,162-20.4% | $152,861-26.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.04% | 64.32%-42.3pp | 71.39%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $7,976 | $5,261+51.6% | $4,735+68.4% | $4,762+67.5% |
| Participant deferral / active EE | $16,315 | $7,109+129.5% | $6,709+143.2% | $5,850+178.9% |
| Admin fee / account holder | $11,191 | $12,120-7.7% | $10,261+9.1% | $11,596-3.5% |