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 | $67,266 | $85,202-21.1% | $172,739-61.1% | $72,985-7.8% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 26.03% | 27.32%-1.3pp | 802.84%-776.8pp | 81.00%-55.0pp |
| Employer contribution / active EE | $9,031 | $3,324+171.7% | $5,143+75.6% | $2,440+270.2% |
| Participant deferral / active EE | $7,377 | $3,260+126.3% | $5,198+41.9% | $3,607+104.5% |
| Admin fee / account holder | $370 | $5,884-93.7% | $13,954-97.3% | $5,124-92.8% |