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 | $139,777 | $114,047+22.6% | $96,139+45.4% | $167,490-16.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 15.15% | 189.88%-174.7pp | 191.94%-176.8pp | 478.56%-463.4pp |
| Employer contribution / active EE | $4,787 | $3,427+39.7% | $2,797+71.2% | $4,837-1.0% |
| Participant deferral / active EE | $10,532 | $5,194+102.8% | $4,349+142.2% | $6,341+66.1% |
| Admin fee / account holder | $8,238 | $6,897+19.5% | $5,537+48.8% | $12,309-33.1% |