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 | $82,803 | $63,346+30.7% | $92,233-10.2% | $70,131+18.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.17% | 530.12%-515.9pp | 176.28%-162.1pp | 73.14%-59.0pp |
| Employer contribution / active EE | $14,623 | $2,471+491.7% | $3,679+297.4% | $2,342+524.3% |
| Participant deferral / active EE | $5,479 | $2,854+92.0% | $3,897+40.6% | $3,332+64.5% |
| Admin fee / account holder | $5,041 | $3,840+31.3% | $5,194-2.9% | $4,645+8.5% |