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 | $111,959 | $217,402-48.5% | $185,823-39.7% | $167,490-33.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.14% | 148.36%-131.2pp | 122.05%-104.9pp | 478.56%-461.4pp |
| Employer contribution / active EE | $10,267 | $5,873+74.8% | $5,167+98.7% | $4,837+112.2% |
| Participant deferral / active EE | $9,050 | $6,356+42.4% | $5,568+62.5% | $6,341+42.7% |
| Admin fee / account holder | $20,160 | $19,811+1.8% | $16,237+24.2% | $12,309+63.8% |