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 | $110,700 | $198,466-44.2% | $170,442-35.1% | $147,584-25.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.38% | 257.29%-238.9pp | 205.93%-187.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $11,005 | $6,184+78.0% | $5,433+102.6% | $4,876+125.7% |
| Participant deferral / active EE | $5,518 | $5,629-2.0% | $4,939+11.7% | $5,439+1.5% |
| Admin fee / account holder | $22,257 | $16,852+32.1% | $13,880+60.3% | $10,885+104.5% |