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 | $132,754 | $105,998+25.2% | $92,233+43.9% | $147,584-10.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.76% | 50.05%-38.3pp | 176.28%-164.5pp | 578.55%-566.8pp |
| Employer contribution / active EE | $6,000 | $4,333+38.5% | $3,679+63.1% | $4,876+23.0% |
| Participant deferral / active EE | $2,009 | $4,478-55.1% | $3,897-48.5% | $5,439-63.1% |
| Admin fee / account holder | $4,850 | $6,332-23.4% | $5,194-6.6% | $10,885-55.4% |