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 | $154,612 | $90,600+70.7% | $79,464+94.6% | $135,375+14.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 19.04% | 977.43%-958.4pp | 718.14%-699.1pp | 519.73%-500.7pp |
| Employer contribution / active EE | $6,000 | $3,068+95.6% | $2,800+114.3% | $4,779+25.6% |
| Participant deferral / active EE | $3,073 | $4,050-24.1% | $3,704-17.0% | $5,609-45.2% |
| Admin fee / account holder | $302 | $5,907-94.9% | $5,113-94.1% | $10,827-97.2% |