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 | $109,117 | $159,901-31.8% | $146,958-25.7% | $145,922-25.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 11.12% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $12,499 | $5,286+136.5% | $4,933+153.4% | $4,660+168.2% |
| Participant deferral / active EE | $8,307 | $8,428-1.4% | $8,070+2.9% | $6,688+24.2% |
| Admin fee / account holder | $27,161 | $15,044+80.5% | $12,998+109.0% | $13,397+102.7% |