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 | $74,102 | $209,411-64.6% | $178,490-58.5% | $158,922-53.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 28.44% | 188.75%-160.3pp | 151.07%-122.6pp | 302.83%-274.4pp |
| Employer contribution / active EE | $13,481 | $5,706+136.2% | $5,011+169.1% | $4,761+183.2% |
| Participant deferral / active EE | $10,378 | $5,954+74.3% | $5,202+99.5% | $5,982+73.5% |
| Admin fee / account holder | $838 | $17,074-95.1% | $13,984-94.0% | $11,246-92.6% |