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 | $46,393 | $198,466-76.6% | $170,442-72.8% | $147,584-68.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.78% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $7,444 | $6,184+20.4% | $5,433+37.0% | $4,876+52.7% |
| Participant deferral / active EE | $5,545 | $5,629-1.5% | $4,939+12.3% | $5,439+1.9% |
| Admin fee / account holder | $594 | $16,852-96.5% | $13,880-95.7% | $10,885-94.5% |