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 | $90,443 | $183,963-50.8% | $162,163-44.2% | $152,861-40.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 20.25% | 150.76%-130.5pp | 115.59%-95.3pp | 345.32%-325.1pp |
| Employer contribution / active EE | $7,319 | $6,371+14.9% | $5,614+30.4% | $4,762+53.7% |
| Participant deferral / active EE | $2,907 | $8,034-63.8% | $7,298-60.2% | $5,850-50.3% |
| Admin fee / account holder | $3,868 | $13,121-70.5% | $10,843-64.3% | $11,596-66.6% |