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 | $49,065 | $183,963-73.3% | $162,163-69.7% | $152,861-67.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 27.98% | 150.76%-122.8pp | 115.59%-87.6pp | 345.32%-317.3pp |
| Employer contribution / active EE | $3,610 | $6,371-43.3% | $5,614-35.7% | $4,762-24.2% |
| Participant deferral / active EE | $15,893 | $8,034+97.8% | $7,298+117.8% | $5,850+171.7% |
| Admin fee / account holder | $1,769 | $13,121-86.5% | $10,843-83.7% | $11,596-84.7% |