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 | $139,706 | $118,680+17.7% | $98,907+41.2% | $158,922-12.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.08% | 372.35%-352.3pp | 196.43%-176.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $13,032 | $3,333+291.0% | $2,689+384.6% | $4,761+173.7% |
| Participant deferral / active EE | $9,573 | $5,088+88.1% | $4,244+125.5% | $5,982+60.0% |
| Admin fee / account holder | $917 | $10,131-90.9% | $6,642-86.2% | $11,246-91.8% |