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 | $43,465 | $209,832-79.3% | $189,513-77.1% | $167,490-74.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.83% | 748.27%-733.4pp | 555.15%-540.3pp | 478.56%-463.7pp |
| Employer contribution / active EE | $7,709 | $6,914+11.5% | $6,162+25.1% | $4,837+59.4% |
| Participant deferral / active EE | $4,133 | $8,935-53.7% | $8,221-49.7% | $6,341-34.8% |
| Admin fee / account holder | $1,456 | $14,293-89.8% | $12,045-87.9% | $12,309-88.2% |