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 | $102,277 | $90,600+12.9% | $79,464+28.7% | $135,375-24.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 7.00% | 977.43%-970.4pp | 718.14%-711.1pp | 519.73%-512.7pp |
| Employer contribution / active EE | $10,144 | $3,068+230.7% | $2,800+262.2% | $4,779+112.3% |
| Participant deferral / active EE | $6,140 | $4,050+51.6% | $3,704+65.8% | $5,609+9.5% |
| Admin fee / account holder | $10,791 | $5,907+82.7% | $5,113+111.1% | $10,827-0.3% |