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 | $79,309 | $198,466-60.0% | $170,442-53.5% | $147,584-46.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 33.88% | 257.29%-223.4pp | 205.93%-172.1pp | 578.55%-544.7pp |
| Employer contribution / active EE | $10,738 | $6,184+73.7% | $5,433+97.7% | $4,876+120.2% |
| Participant deferral / active EE | $7,172 | $5,629+27.4% | $4,939+45.2% | $5,439+31.9% |
| Admin fee / account holder | $658 | $16,852-96.1% | $13,880-95.3% | $10,885-94.0% |