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 | $40,888 | $198,466-79.4% | $170,442-76.0% | $147,584-72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.81% | 257.29%-235.5pp | 205.93%-184.1pp | 578.55%-556.7pp |
| Employer contribution / active EE | $8,559 | $6,184+38.4% | $5,433+57.5% | $4,876+75.5% |
| Participant deferral / active EE | $6,645 | $5,629+18.0% | $4,939+34.5% | $5,439+22.2% |
| Admin fee / account holder | $613 | $16,852-96.4% | $13,880-95.6% | $10,885-94.4% |