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 | $91,925 | $138,065-33.4% | $123,544-25.6% | $135,375-32.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.66% | 153.68%-150.0pp | 119.20%-115.5pp | 519.73%-516.1pp |
| Employer contribution / active EE | $7,852 | $5,151+52.4% | $4,628+69.7% | $4,779+64.3% |
| Participant deferral / active EE | $4,991 | $6,799-26.6% | $6,426-22.3% | $5,609-11.0% |
| Admin fee / account holder | $2,793 | $10,916-74.4% | $9,284-69.9% | $10,827-74.2% |