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 | $113,961 | $96,635+17.9% | $86,612+31.6% | $139,434-18.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.86% | 106.41%-89.6pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $10,607 | $3,263+225.1% | $3,022+250.9% | $4,751+123.3% |
| Participant deferral / active EE | $11,076 | $4,836+129.0% | $4,438+149.6% | $6,710+65.1% |
| Admin fee / account holder | $5,251 | $6,408-18.0% | $5,614-6.5% | $11,403-53.9% |