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 | $98,354 | $70,756+39.0% | $65,493+50.2% | $142,382-30.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.40% | 1754.89%-1740.5pp | 982.45%-968.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $10,114 | $2,881+251.1% | $2,574+292.9% | $4,299+135.3% |
| Participant deferral / active EE | $9,063 | $4,637+95.4% | $3,961+128.8% | $6,507+39.3% |
| Admin fee / account holder | $3,590 | $6,559-45.3% | $5,028-28.6% | $12,624-71.6% |