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 | $74,019 | $138,065-46.4% | $123,544-40.1% | $135,375-45.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 8.62% | 153.68%-145.1pp | 119.20%-110.6pp | 519.73%-511.1pp |
| Employer contribution / active EE | $15,666 | $5,151+204.1% | $4,628+238.5% | $4,779+227.8% |
| Participant deferral / active EE | $9,333 | $6,799+37.3% | $6,426+45.2% | $5,609+66.4% |
| Admin fee / account holder | $2,888 | $10,916-73.5% | $9,284-68.9% | $10,827-73.3% |