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 | $112,126 | $217,402-48.4% | $185,823-39.7% | $167,490-33.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.08% | 148.36%-124.3pp | 122.05%-98.0pp | 478.56%-454.5pp |
| Employer contribution / active EE | $9,736 | $5,873+65.8% | $5,167+88.4% | $4,837+101.3% |
| Participant deferral / active EE | $7,163 | $6,356+12.7% | $5,568+28.6% | $6,341+13.0% |
| Admin fee / account holder | $458 | $19,811-97.7% | $16,237-97.2% | $12,309-96.3% |