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 | $53,116 | $105,998-49.9% | $92,233-42.4% | $147,584-64.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 76.5%+14.4pp | 82.8%+8.1pp |
| Annual return | 47.29% | 50.05%-2.8pp | 176.28%-129.0pp | 578.55%-531.3pp |
| Employer contribution / active EE | $13,105 | $4,333+202.5% | $3,679+256.2% | $4,876+168.8% |
| Participant deferral / active EE | $1,654 | $4,478-63.1% | $3,897-57.5% | $5,439-69.6% |
| Admin fee / account holder | $1,020 | $6,332-83.9% | $5,194-80.4% | $10,885-90.6% |