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 | $96,235 | $209,411-54.0% | $178,490-46.1% | $158,922-39.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.16% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $4,985 | $5,706-12.6% | $5,011-0.5% | $4,761+4.7% |
| Participant deferral / active EE | $22,779 | $5,954+282.6% | $5,202+337.9% | $5,982+280.8% |
| Admin fee / account holder | $5,111 | $17,074-70.1% | $13,984-63.5% | $11,246-54.6% |