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 | $140,238 | $104,907+33.7% | $84,611+65.7% | $152,861-8.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 26.22% | 373.79%-347.6pp | 258.74%-232.5pp | 345.32%-319.1pp |
| Employer contribution / active EE | $18,918 | $3,302+473.0% | $2,652+613.3% | $4,762+297.2% |
| Participant deferral / active EE | $10,572 | $4,688+125.5% | $3,899+171.2% | $5,850+80.7% |
| Admin fee / account holder | $1,155 | $6,241-81.5% | $4,912-76.5% | $11,596-90.0% |