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 | $158,051 | $121,625+29.9% | $104,607+51.1% | $158,922-0.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.39% | 465.26%-454.9pp | 340.46%-330.1pp | 302.83%-292.4pp |
| Employer contribution / active EE | $17,500 | $3,163+453.3% | $2,681+552.8% | $4,761+267.6% |
| Participant deferral / active EE | $7,326 | $4,177+75.4% | $3,740+95.9% | $5,982+22.5% |
| Admin fee / account holder | $2,596 | $7,787-66.7% | $6,473-59.9% | $11,246-76.9% |