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 | $127,915 | $226,064-43.4% | $182,532-29.9% | $152,861-16.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 27.80% | 192.51%-164.7pp | 148.54%-120.7pp | 345.32%-317.5pp |
| Employer contribution / active EE | $14,575 | $4,978+192.8% | $4,076+257.6% | $4,762+206.1% |
| Participant deferral / active EE | $5,340 | $6,368-16.1% | $5,524-3.3% | $5,850-8.7% |
| Admin fee / account holder | $3,417 | $10,703-68.1% | $8,592-60.2% | $11,596-70.5% |