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 | $67,676 | $209,411-67.7% | $178,490-62.1% | $158,922-57.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.51% | 188.75%-175.2pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $19,672 | $5,706+244.7% | $5,011+292.6% | $4,761+313.2% |
| Participant deferral / active EE | $11,666 | $5,954+95.9% | $5,202+124.3% | $5,982+95.0% |
| Admin fee / account holder | $4,455 | $17,074-73.9% | $13,984-68.1% | $11,246-60.4% |