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 9-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 | $107,209 | $217,402-50.7% | $185,823-42.3% | $167,490-36.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 24.61% | 148.36%-123.8pp | 122.05%-97.4pp | 478.56%-453.9pp |
| Employer contribution / active EE | $10,918 | $5,873+85.9% | $5,167+111.3% | $4,837+125.7% |
| Participant deferral / active EE | $10,446 | $6,356+64.3% | $5,568+87.6% | $6,341+64.7% |
| Admin fee / account holder | $2,470 | $19,811-87.5% | $16,237-84.8% | $12,309-79.9% |