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 | $97,291 | $105,998-8.2% | $92,233+5.5% | $147,584-34.1% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 41.89% | 50.05%-8.2pp | 176.28%-134.4pp | 578.55%-536.7pp |
| Employer contribution / active EE | $10,695 | $4,333+146.8% | $3,679+190.7% | $4,876+119.3% |
| Participant deferral / active EE | $3,710 | $4,478-17.1% | $3,897-4.8% | $5,439-31.8% |
| Admin fee / account holder | $501 | $6,332-92.1% | $5,194-90.4% | $10,885-95.4% |