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 | $91,983 | $183,963-50.0% | $162,163-43.3% | $152,861-39.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 13.00% | 150.76%-137.8pp | 115.59%-102.6pp | 345.32%-332.3pp |
| Employer contribution / active EE | $16,122 | $6,371+153.1% | $5,614+187.2% | $4,762+238.5% |
| Participant deferral / active EE | $14,196 | $8,034+76.7% | $7,298+94.5% | $5,850+142.7% |
| Admin fee / account holder | $34,853 | $13,121+165.6% | $10,843+221.4% | $11,596+200.5% |