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 | $73,822 | $185,822-60.3% | $169,993-56.6% | $139,434-47.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 98.54% | 60.50%+38.0pp | 53.37%+45.2pp | 372.94%-274.4pp |
| Employer contribution / active EE | $7,094 | $7,590-6.5% | $6,785+4.6% | $4,751+49.3% |
| Participant deferral / active EE | $4,443 | $11,622-61.8% | $10,408-57.3% | $6,710-33.8% |
| Admin fee / account holder | $741 | $15,381-95.2% | $12,815-94.2% | $11,403-93.5% |