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 | $97,539 | $63,346+54.0% | $92,233+5.8% | $70,131+39.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 19.07% | 530.12%-511.0pp | 176.28%-157.2pp | 73.14%-54.1pp |
| Employer contribution / active EE | $4,083 | $2,471+65.2% | $3,679+11.0% | $2,342+74.3% |
| Participant deferral / active EE | $6,256 | $2,854+119.2% | $3,897+60.5% | $3,332+87.8% |
| Admin fee / account holder | $634 | $3,840-83.5% | $5,194-87.8% | $4,645-86.3% |