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 | $73,185 | $159,901-54.2% | $146,958-50.2% | $145,922-49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.01% | 98.13%-82.1pp | 418.34%-402.3pp | 561.29%-545.3pp |
| Employer contribution / active EE | $7,962 | $5,286+50.6% | $4,933+61.4% | $4,660+70.9% |
| Participant deferral / active EE | $11,751 | $8,428+39.4% | $8,070+45.6% | $6,688+75.7% |
| Admin fee / account holder | $4,645 | $15,044-69.1% | $12,998-64.3% | $13,397-65.3% |