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 | $73,422 | $217,402-66.2% | $185,823-60.5% | $167,490-56.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.91% | 148.36%-123.5pp | 122.05%-97.1pp | 478.56%-453.7pp |
| Employer contribution / active EE | $26,233 | $5,873+346.7% | $5,167+407.7% | $4,837+442.3% |
| Participant deferral / active EE | $29,280 | $6,356+360.6% | $5,568+425.9% | $6,341+361.7% |
| Admin fee / account holder | $414 | $19,811-97.9% | $16,237-97.4% | $12,309-96.6% |