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 9-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 | $105,708 | $210,698-49.8% | $178,014-40.6% | $145,959-27.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.71% | 386.27%-368.6pp | 294.80%-277.1pp | 561.95%-544.2pp |
| Employer contribution / active EE | $1,141 | $4,567-75.0% | $3,950-71.1% | $4,661-75.5% |
| Participant deferral / active EE | $10,159 | $6,958+46.0% | $6,276+61.9% | $6,689+51.9% |
| Admin fee / account holder | $8,564 | $12,016-28.7% | $10,362-17.4% | $13,398-36.1% |