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 | $75,504 | $209,411-63.9% | $178,490-57.7% | $158,922-52.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.63% | 188.75%-174.1pp | 151.07%-136.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $11,399 | $5,706+99.8% | $5,011+127.5% | $4,761+139.4% |
| Participant deferral / active EE | $5,315 | $5,954-10.7% | $5,202+2.2% | $5,982-11.2% |
| Admin fee / account holder | $817 | $17,074-95.2% | $13,984-94.2% | $11,246-92.7% |