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 | $71,742 | $175,202-59.1% | $149,673-52.1% | $139,434-48.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 45.06% | 166.71%-121.7pp | 134.42%-89.4pp | 372.94%-327.9pp |
| Employer contribution / active EE | $15,464 | $5,474+182.5% | $4,818+221.0% | $4,751+225.5% |
| Participant deferral / active EE | $7,500 | $6,519+15.1% | $5,680+32.0% | $6,710+11.8% |
| Admin fee / account holder | $402 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |