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 | $85,295 | $144,119-40.8% | $117,854-27.6% | $147,584-42.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.46% | 531.15%-516.7pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $7,060 | $4,896+44.2% | $3,786+86.5% | $4,876+44.8% |
| Participant deferral / active EE | $7,632 | $5,316+43.6% | $4,482+70.3% | $5,439+40.3% |
| Admin fee / account holder | $9,797 | $10,886-10.0% | $8,020+22.2% | $10,885-10.0% |