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 | $228,989 | $159,901+43.2% | $146,958+55.8% | $145,922+56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.71% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,210 | $5,286-58.2% | $4,933-55.2% | $4,660-52.6% |
| Participant deferral / active EE | $7,747 | $8,428-8.1% | $8,070-4.0% | $6,688+15.8% |
| Admin fee / account holder | $1,326 | $15,044-91.2% | $12,998-89.8% | $13,397-90.1% |