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 | $100,024 | $88,751+12.7% | $81,812+22.3% | $145,922-31.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.44% | 1025.40%-1012.0pp | 773.79%-760.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,362 | $3,083+73.9% | $2,912+84.1% | $4,660+15.1% |
| Participant deferral / active EE | $5,012 | $4,643+7.9% | $4,319+16.1% | $6,688-25.1% |
| Admin fee / account holder | $3,629 | $8,415-56.9% | $7,386-50.9% | $13,397-72.9% |