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 | $115,921 | $209,411-44.6% | $178,490-35.1% | $158,922-27.1% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | 19.92% | 188.75%-168.8pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $12,939 | $5,706+126.8% | $5,011+158.2% | $4,761+171.8% |
| Participant deferral / active EE | $11,413 | $5,954+91.7% | $5,202+119.4% | $5,982+90.8% |
| Admin fee / account holder | $911 | $17,074-94.7% | $13,984-93.5% | $11,246-91.9% |