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 | $157,321 | $144,119+9.2% | $117,854+33.5% | $147,584+6.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 22.14% | 531.15%-509.0pp | 335.08%-312.9pp | 578.55%-556.4pp |
| Employer contribution / active EE | $7,966 | $4,896+62.7% | $3,786+110.4% | $4,876+63.4% |
| Participant deferral / active EE | $10,124 | $5,316+90.5% | $4,482+125.9% | $5,439+86.2% |
| Admin fee / account holder | $711 | $10,886-93.5% | $8,020-91.1% | $10,885-93.5% |