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 | $118,182 | $183,963-35.8% | $162,163-27.1% | $152,861-22.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.34% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,896 | $6,371-38.8% | $5,614-30.6% | $4,762-18.2% |
| Participant deferral / active EE | $15,714 | $8,034+95.6% | $7,298+115.3% | $5,850+168.6% |
| Admin fee / account holder | $626 | $13,121-95.2% | $10,843-94.2% | $11,596-94.6% |