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 | $112,375 | $104,907+7.1% | $84,611+32.8% | $152,861-26.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 51.21% | 373.79%-322.6pp | 258.74%-207.5pp | 345.32%-294.1pp |
| Employer contribution / active EE | $5,226 | $3,302+58.3% | $2,652+97.0% | $4,762+9.7% |
| Participant deferral / active EE | $14,480 | $4,688+208.9% | $3,899+271.4% | $5,850+147.5% |
| Admin fee / account holder | $4,571 | $6,241-26.8% | $4,912-7.0% | $11,596-60.6% |