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 | $104,963 | $138,065-24.0% | $123,544-15.0% | $135,375-22.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 15.31% | 153.68%-138.4pp | 119.20%-103.9pp | 519.73%-504.4pp |
| Employer contribution / active EE | $2,408 | $5,151-53.3% | $4,628-48.0% | $4,779-49.6% |
| Participant deferral / active EE | $9,886 | $6,799+45.4% | $6,426+53.9% | $5,609+76.3% |
| Admin fee / account holder | $1,634 | $10,916-85.0% | $9,284-82.4% | $10,827-84.9% |