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 | $95,503 | $209,832-54.5% | $189,513-49.6% | $167,490-43.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.09% | 748.27%-731.2pp | 555.15%-538.1pp | 478.56%-461.5pp |
| Employer contribution / active EE | $4,607 | $6,914-33.4% | $6,162-25.2% | $4,837-4.8% |
| Participant deferral / active EE | $11,003 | $8,935+23.1% | $8,221+33.8% | $6,341+73.5% |
| Admin fee / account holder | $3,322 | $14,293-76.8% | $12,045-72.4% | $12,309-73.0% |