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 | $236,751 | $159,901+48.1% | $146,958+61.1% | $145,922+62.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.26% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $3,477 | $5,286-34.2% | $4,933-29.5% | $4,660-25.4% |
| Participant deferral / active EE | $10,687 | $8,428+26.8% | $8,070+32.4% | $6,688+59.8% |
| Admin fee / account holder | $66,718 | $15,044+343.5% | $12,998+413.3% | $13,397+398.0% |