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 | $134,178 | $209,411-35.9% | $178,490-24.8% | $158,922-15.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.38% | 188.75%-169.4pp | 151.07%-131.7pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,828 | $5,706-50.4% | $5,011-43.6% | $4,761-40.6% |
| Participant deferral / active EE | $8,478 | $5,954+42.4% | $5,202+63.0% | $5,982+41.7% |
| Admin fee / account holder | $26,533 | $17,074+55.4% | $13,984+89.7% | $11,246+135.9% |