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 | $84,329 | $198,466-57.5% | $170,442-50.5% | $147,584-42.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.19% | 257.29%-242.1pp | 205.93%-190.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $11,310 | $6,184+82.9% | $5,433+108.2% | $4,876+131.9% |
| Participant deferral / active EE | $10,024 | $5,629+78.1% | $4,939+102.9% | $5,439+84.3% |
| Admin fee / account holder | $2,069 | $16,852-87.7% | $13,880-85.1% | $10,885-81.0% |