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 7-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 | $55,300 | $209,411-73.6% | $178,490-69.0% | $158,922-65.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 30.53% | 188.75%-158.2pp | 151.07%-120.5pp | 302.83%-272.3pp |
| Employer contribution / active EE | $9,967 | $5,706+74.7% | $5,011+98.9% | $4,761+109.3% |
| Participant deferral / active EE | $10,502 | $5,954+76.4% | $5,202+101.9% | $5,982+75.6% |
| Admin fee / account holder | $309 | $17,074-98.2% | $13,984-97.8% | $11,246-97.3% |