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 | $72,287 | $209,832-65.6% | $189,513-61.9% | $167,490-56.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.81% | 748.27%-731.5pp | 555.15%-538.3pp | 478.56%-461.7pp |
| Employer contribution / active EE | $4,423 | $6,914-36.0% | $6,162-28.2% | $4,837-8.6% |
| Participant deferral / active EE | $12,202 | $8,935+36.6% | $8,221+48.4% | $6,341+92.4% |
| Admin fee / account holder | $32,222 | $14,293+125.4% | $12,045+167.5% | $12,309+161.8% |