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 | $85,444 | $201,272-57.5% | $184,203-53.6% | $145,922-41.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 60.66% | 29.00%+31.7pp | 28.81%+31.9pp | 561.29%-500.6pp |
| Employer contribution / active EE | $3,620 | $7,022-48.4% | $6,427-43.7% | $4,660-22.3% |
| Participant deferral / active EE | $18,926 | $9,806+93.0% | $9,131+107.3% | $6,688+183.0% |
| Admin fee / account holder | $60,203 | $16,364+267.9% | $13,901+333.1% | $13,397+349.4% |