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 | $117,399 | $183,963-36.2% | $162,163-27.6% | $152,861-23.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.18% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,597 | $6,371-43.5% | $5,614-35.9% | $4,762-24.5% |
| Participant deferral / active EE | $15,892 | $8,034+97.8% | $7,298+117.8% | $5,850+171.7% |
| Admin fee / account holder | $626 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |