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 | $95,179 | $99,341-4.2% | $84,750+12.3% | $273,961-65.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 563.80% | 22.93%+540.9pp | 22.78%+541.0pp | 41.45%+522.3pp |
| Employer contribution / active EE | $2,773 | $4,214-34.2% | $3,574-22.4% | $4,869-43.1% |
| Participant deferral / active EE | $12,750 | $4,269+198.6% | $3,712+243.5% | $5,287+141.2% |
| Admin fee / account holder | $358 | $6,644-94.6% | $5,332-93.3% | $10,132-96.5% |