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 | $111,651 | $183,519-39.2% | $155,509-28.2% | $145,922-23.5% |
| Participation rate | 94.4% | 82.7%+11.8pp | 78.2%+16.3pp | 80.3%+14.2pp |
| Annual return | 10.95% | 61.17%-50.2pp | 64.67%-53.7pp | 561.29%-550.3pp |
| Employer contribution / active EE | $9,200 | $5,313+73.2% | $4,672+96.9% | $4,660+97.4% |
| Participant deferral / active EE | $20,307 | $6,462+214.2% | $5,626+260.9% | $6,688+203.6% |
| Admin fee / account holder | $35,794 | $19,313+85.3% | $15,912+125.0% | $13,397+167.2% |