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 | $115,664 | $118,680-2.5% | $98,907+16.9% | $158,922-27.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.04% | 372.35%-352.3pp | 196.43%-176.4pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,222 | $3,333-3.3% | $2,689+19.8% | $4,761-32.3% |
| Participant deferral / active EE | $6,389 | $5,088+25.6% | $4,244+50.5% | $5,982+6.8% |
| Admin fee / account holder | $20,008 | $10,131+97.5% | $6,642+201.3% | $11,246+77.9% |