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 | $102,825 | $198,466-48.2% | $170,442-39.7% | $147,584-30.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 41.11% | 257.29%-216.2pp | 205.93%-164.8pp | 578.55%-537.4pp |
| Employer contribution / active EE | $1,447 | $6,184-76.6% | $5,433-73.4% | $4,876-70.3% |
| Participant deferral / active EE | $6,620 | $5,629+17.6% | $4,939+34.0% | $5,439+21.7% |
| Admin fee / account holder | $21,419 | $16,852+27.1% | $13,880+54.3% | $10,885+96.8% |