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 | $199,540 | $144,119+38.5% | $117,854+69.3% | $147,584+35.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.23% | 531.15%-514.9pp | 335.08%-318.8pp | 578.55%-562.3pp |
| Employer contribution / active EE | $12,012 | $4,896+145.3% | $3,786+217.3% | $4,876+146.3% |
| Participant deferral / active EE | $4,851 | $5,316-8.7% | $4,482+8.2% | $5,439-10.8% |
| Admin fee / account holder | $917 | $10,886-91.6% | $8,020-88.6% | $10,885-91.6% |