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 | $133,482 | $202,432-34.1% | $169,368-21.2% | $139,434-4.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.09% | 531.74%-509.6pp | 405.60%-383.5pp | 372.94%-350.8pp |
| Employer contribution / active EE | $13,201 | $4,692+181.3% | $4,013+229.0% | $4,751+177.9% |
| Participant deferral / active EE | $9,708 | $6,938+39.9% | $6,221+56.1% | $6,710+44.7% |
| Admin fee / account holder | $331 | $10,708-96.9% | $9,003-96.3% | $11,403-97.1% |