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 | $103,247 | $198,466-48.0% | $170,442-39.4% | $147,584-30.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.63% | 257.29%-232.7pp | 205.93%-181.3pp | 578.55%-553.9pp |
| Employer contribution / active EE | $2,736 | $6,184-55.8% | $5,433-49.6% | $4,876-43.9% |
| Participant deferral / active EE | $7,550 | $5,629+34.1% | $4,939+52.8% | $5,439+38.8% |
| Admin fee / account holder | $3,177 | $16,852-81.2% | $13,880-77.1% | $10,885-70.8% |