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 | $229,976 | $150,187+53.1% | $120,354+91.1% | $145,922+57.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.49% | 154.07%-137.6pp | 107.15%-90.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $10,000 | $4,348+130.0% | $3,463+188.8% | $4,660+114.6% |
| Participant deferral / active EE | $10,167 | $6,173+64.7% | $4,991+103.7% | $6,688+52.0% |
| Admin fee / account holder | $1,539 | $12,207-87.4% | $9,423-83.7% | $13,397-88.5% |