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 | $99,670 | $209,411-52.4% | $178,490-44.2% | $158,922-37.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.19% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $35,138 | $5,706+515.8% | $5,011+601.3% | $4,761+638.0% |
| Participant deferral / active EE | $19,273 | $5,954+223.7% | $5,202+270.5% | $5,982+222.2% |
| Admin fee / account holder | $2,512 | $17,074-85.3% | $13,984-82.0% | $11,246-77.7% |