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 | $186,401 | $109,327+70.5% | $89,391+108.5% | $158,922+17.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.69% | 345.68%-334.0pp | 245.62%-233.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $10,000 | $3,170+215.5% | $2,586+286.8% | $4,761+110.0% |
| Participant deferral / active EE | $11,550 | $4,598+151.2% | $3,890+196.9% | $5,982+93.1% |
| Admin fee / account holder | $2,046 | $6,153-66.8% | $4,881-58.1% | $11,246-81.8% |