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 | $128,420 | $100,852+27.3% | $90,404+42.1% | $158,922-19.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 18.32% | 1724.20%-1705.9pp | 1293.02%-1274.7pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,530 | $3,689-4.3% | $3,262+8.2% | $4,761-25.9% |
| Participant deferral / active EE | $6,246 | $4,348+43.7% | $3,963+57.6% | $5,982+4.4% |
| Admin fee / account holder | $5,699 | $6,501-12.3% | $5,611+1.6% | $11,246-49.3% |