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 | $153,912 | $115,770+32.9% | $101,248+52.0% | $158,922-3.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 179.71% | 56.14%+123.6pp | 46.47%+133.2pp | 302.83%-123.1pp |
| Employer contribution / active EE | $11,549 | $4,175+176.6% | $3,660+215.6% | $4,761+142.6% |
| Participant deferral / active EE | $8,000 | $4,957+61.4% | $4,370+83.1% | $5,982+33.7% |
| Admin fee / account holder | $637 | $7,245-91.2% | $5,945-89.3% | $11,246-94.3% |