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 | $110,991 | $68,346+62.4% | $94,646+17.3% | $75,163+47.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 29.73% | 616.93%-587.2pp | 156.71%-127.0pp | 160.62%-130.9pp |
| Employer contribution / active EE | $4,957 | $2,701+83.5% | $3,672+35.0% | $2,670+85.7% |
| Participant deferral / active EE | $7,370 | $6,537+12.7% | $7,418-0.6% | $4,125+78.7% |
| Admin fee / account holder | $1,456 | $5,326-72.7% | $7,231-79.9% | $5,651-74.2% |