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 | $135,643 | $90,348+50.1% | $75,972+78.5% | $145,922-7.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 620.88%-611.2pp | 359.55%-349.9pp | 561.29%-551.6pp |
| Employer contribution / active EE | $9,358 | $3,311+182.6% | $2,685+248.5% | $4,660+100.8% |
| Participant deferral / active EE | $7,211 | $5,162+39.7% | $4,255+69.4% | $6,688+7.8% |
| Admin fee / account holder | $11,540 | $8,467+36.3% | $6,467+78.5% | $13,397-13.9% |