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 | $227,267 | $159,901+42.1% | $146,958+54.6% | $145,922+55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.08% | 98.13%-73.1pp | 418.34%-393.3pp | 561.29%-536.2pp |
| Employer contribution / active EE | $7,065 | $5,286+33.7% | $4,933+43.2% | $4,660+51.6% |
| Participant deferral / active EE | $16,098 | $8,428+91.0% | $8,070+99.5% | $6,688+140.7% |
| Admin fee / account holder | $34,507 | $15,044+129.4% | $12,998+165.5% | $13,397+157.6% |