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 | $88,215 | $209,411-57.9% | $178,490-50.6% | $158,922-44.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.22% | 188.75%-174.5pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $7,085 | $5,706+24.2% | $5,011+41.4% | $4,761+48.8% |
| Participant deferral / active EE | $7,655 | $5,954+28.6% | $5,202+47.2% | $5,982+28.0% |
| Admin fee / account holder | $1,634 | $17,074-90.4% | $13,984-88.3% | $11,246-85.5% |