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 | $147,594 | $158,398-6.8% | $126,539+16.6% | $142,382+3.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.91% | 593.76%-576.8pp | 425.95%-409.0pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,358 | $4,650+36.7% | $3,674+73.1% | $4,299+47.9% |
| Participant deferral / active EE | $9,600 | $4,767+101.4% | $4,083+135.1% | $6,507+47.5% |
| Admin fee / account holder | $824 | $6,918-88.1% | $6,065-86.4% | $12,624-93.5% |