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 | $79,884 | $138,065-42.1% | $123,544-35.3% | $135,375-41.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 103.95% | 153.68%-49.7pp | 119.20%-15.2pp | 519.73%-415.8pp |
| Employer contribution / active EE | $2,296 | $5,151-55.4% | $4,628-50.4% | $4,779-52.0% |
| Participant deferral / active EE | $5,965 | $6,799-12.3% | $6,426-7.2% | $5,609+6.3% |
| Admin fee / account holder | $794 | $10,916-92.7% | $9,284-91.4% | $10,827-92.7% |