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 | $117,164 | $183,968-36.3% | $162,166-27.8% | $152,870-23.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 21.51% | 150.77%-129.3pp | 115.59%-94.1pp | 345.34%-323.8pp |
| Employer contribution / active EE | $3,497 | $6,371-45.1% | $5,614-37.7% | $4,763-26.6% |
| Participant deferral / active EE | $9,382 | $8,034+16.8% | $7,298+28.6% | $5,850+60.4% |
| Admin fee / account holder | $780 | $13,121-94.1% | $10,842-92.8% | $11,597-93.3% |