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 | $88,307 | $198,466-55.5% | $170,442-48.2% | $147,584-40.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 65.44% | 257.29%-191.9pp | 205.93%-140.5pp | 578.55%-513.1pp |
| Employer contribution / active EE | $10,321 | $6,184+66.9% | $5,433+90.0% | $4,876+111.7% |
| Participant deferral / active EE | $8,335 | $5,629+48.1% | $4,939+68.7% | $5,439+53.3% |
| Admin fee / account holder | $3,306 | $16,852-80.4% | $13,880-76.2% | $10,885-69.6% |