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 | $46,321 | $198,466-76.7% | $170,442-72.8% | $147,584-68.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.19% | 257.29%-235.1pp | 205.93%-183.7pp | 578.55%-556.4pp |
| Employer contribution / active EE | $9,987 | $6,184+61.5% | $5,433+83.8% | $4,876+104.8% |
| Participant deferral / active EE | $6,565 | $5,629+16.6% | $4,939+32.9% | $5,439+20.7% |
| Admin fee / account holder | $723 | $16,852-95.7% | $13,880-94.8% | $10,885-93.4% |