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 | $72,545 | $175,202-58.6% | $149,673-51.5% | $139,434-48.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.17% | 166.71%-146.5pp | 134.42%-114.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $7,409 | $5,474+35.3% | $4,818+53.8% | $4,751+56.0% |
| Participant deferral / active EE | $3,055 | $6,519-53.1% | $5,680-46.2% | $6,710-54.5% |
| Admin fee / account holder | $440 | $16,150-97.3% | $13,210-96.7% | $11,403-96.1% |