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 | $104,158 | $209,411-50.3% | $178,490-41.6% | $158,922-34.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 41.27% | 188.75%-147.5pp | 151.07%-109.8pp | 302.83%-261.6pp |
| Employer contribution / active EE | $12,560 | $5,706+120.1% | $5,011+150.7% | $4,761+163.8% |
| Participant deferral / active EE | $19,570 | $5,954+228.7% | $5,202+276.2% | $5,982+227.1% |
| Admin fee / account holder | $102,496 | $17,074+500.3% | $13,984+633.0% | $11,246+811.4% |