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 | $67,548 | $198,466-66.0% | $170,442-60.4% | $147,584-54.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.53% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $5,389 | $6,184-12.9% | $5,433-0.8% | $4,876+10.5% |
| Participant deferral / active EE | $9,541 | $5,629+69.5% | $4,939+93.2% | $5,439+75.4% |
| Admin fee / account holder | $999 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |