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 | $122,351 | $109,327+11.9% | $89,391+36.9% | $158,922-23.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 25.15% | 345.68%-320.5pp | 245.62%-220.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $4,494 | $3,170+41.8% | $2,586+73.8% | $4,761-5.6% |
| Participant deferral / active EE | $8,784 | $4,598+91.0% | $3,890+125.8% | $5,982+46.8% |
| Admin fee / account holder | $20,386 | $6,153+231.3% | $4,881+317.6% | $11,246+81.3% |