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 | $87,743 | $104,907-16.4% | $84,611+3.7% | $152,861-42.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 11.29% | 373.79%-362.5pp | 258.74%-247.4pp | 345.32%-334.0pp |
| Employer contribution / active EE | $5,059 | $3,302+53.2% | $2,652+90.8% | $4,762+6.2% |
| Participant deferral / active EE | $3,641 | $4,688-22.3% | $3,899-6.6% | $5,850-37.8% |
| Admin fee / account holder | $1,084 | $6,241-82.6% | $4,912-77.9% | $11,596-90.7% |