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 | $101,809 | $209,832-51.5% | $189,513-46.3% | $167,490-39.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.71% | 748.27%-731.6pp | 555.15%-538.4pp | 478.56%-461.8pp |
| Employer contribution / active EE | $3,856 | $6,914-44.2% | $6,162-37.4% | $4,837-20.3% |
| Participant deferral / active EE | $12,409 | $8,935+38.9% | $8,221+50.9% | $6,341+95.7% |
| Admin fee / account holder | $13,914 | $14,293-2.7% | $12,045+15.5% | $12,309+13.0% |