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 | $101,030 | $226,064-55.3% | $182,532-44.7% | $152,861-33.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.64% | 192.51%-171.9pp | 148.54%-127.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $4,218 | $4,978-15.3% | $4,076+3.5% | $4,762-11.4% |
| Participant deferral / active EE | $12,951 | $6,368+103.4% | $5,524+134.4% | $5,850+121.4% |
| Admin fee / account holder | $470 | $10,703-95.6% | $8,592-94.5% | $11,596-95.9% |