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 | $125,702 | $112,096+12.1% | $95,952+31.0% | $158,922-20.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 95.39% | 171.09%-75.7pp | 91.61%+3.8pp | 302.83%-207.4pp |
| Employer contribution / active EE | $4,503 | $3,198+40.8% | $2,541+77.2% | $4,761-5.4% |
| Participant deferral / active EE | $11,200 | $4,784+134.1% | $4,167+168.8% | $5,982+87.2% |
| Admin fee / account holder | $27,665 | $10,130+173.1% | $6,795+307.1% | $11,246+146.0% |