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 | $128,118 | $107,334+19.4% | $92,893+37.9% | $152,861-16.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.83% | 145.58%-125.7pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $13,161 | $4,221+211.8% | $3,653+260.3% | $4,762+176.4% |
| Participant deferral / active EE | $6,968 | $4,845+43.8% | $4,236+64.5% | $5,850+19.1% |
| Admin fee / account holder | $540 | $7,079-92.4% | $5,794-90.7% | $11,596-95.3% |