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 | $126,186 | $144,119-12.4% | $117,854+7.1% | $147,584-14.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.32% | 531.15%-519.8pp | 335.08%-323.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $10,145 | $4,896+107.2% | $3,786+167.9% | $4,876+108.0% |
| Participant deferral / active EE | $13,590 | $5,316+155.6% | $4,482+203.2% | $5,439+149.9% |
| Admin fee / account holder | $17,887 | $10,886+64.3% | $8,020+123.0% | $10,885+64.3% |