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 | $170,551 | $142,344+19.8% | $119,609+42.6% | $134,475+26.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 232.08% | -12.44%+244.5pp | -14.97%+247.0pp | 417.96%-185.9pp |
| Employer contribution / active EE | $13,218 | $5,222+153.1% | $4,232+212.3% | $4,740+178.9% |
| Participant deferral / active EE | $2,285 | $6,469-64.7% | $5,602-59.2% | $6,400-64.3% |
| Admin fee / account holder | $465 | $13,584-96.6% | $10,323-95.5% | $11,426-95.9% |