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 | $72,177 | $176,056-59.0% | $159,436-54.7% | $167,490-56.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.40% | 331.75%-314.3pp | 263.57%-246.2pp | 478.56%-461.2pp |
| Employer contribution / active EE | $11,918 | $5,297+125.0% | $4,829+146.8% | $4,837+146.4% |
| Participant deferral / active EE | $10,750 | $7,750+38.7% | $7,352+46.2% | $6,341+69.5% |
| Admin fee / account holder | $334 | $12,554-97.3% | $10,799-96.9% | $12,309-97.3% |