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 | $68,006 | $202,432-66.4% | $169,368-59.8% | $139,434-51.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.17% | 531.74%-513.6pp | 405.60%-387.4pp | 372.94%-354.8pp |
| Employer contribution / active EE | $3,994 | $4,692-14.9% | $4,013-0.5% | $4,751-15.9% |
| Participant deferral / active EE | $9,170 | $6,938+32.2% | $6,221+47.4% | $6,710+36.7% |
| Admin fee / account holder | $432 | $10,708-96.0% | $9,003-95.2% | $11,403-96.2% |