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 | $123,830 | $90,397+37.0% | $76,002+62.9% | $145,959-15.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.69% | 621.97%-610.3pp | 360.07%-348.4pp | 561.95%-550.3pp |
| Employer contribution / active EE | $4,093 | $3,317+23.4% | $2,688+52.3% | $4,661-12.2% |
| Participant deferral / active EE | $10,612 | $5,163+105.5% | $4,257+149.3% | $6,689+58.7% |
| Admin fee / account holder | $764 | $8,369-90.9% | $6,414-88.1% | $13,398-94.3% |