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 | $108,024 | $114,047-5.3% | $96,139+12.4% | $167,490-35.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 16.44% | 189.88%-173.4pp | 191.94%-175.5pp | 478.56%-462.1pp |
| Employer contribution / active EE | $4,827 | $3,427+40.9% | $2,797+72.6% | $4,837-0.2% |
| Participant deferral / active EE | $9,460 | $5,194+82.2% | $4,349+117.5% | $6,341+49.2% |
| Admin fee / account holder | $27,882 | $6,897+304.3% | $5,537+403.6% | $12,309+126.5% |