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 | $70,728 | $105,998-33.3% | $92,233-23.3% | $147,584-52.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 76.23% | 50.05%+26.2pp | 176.28%-100.1pp | 578.55%-502.3pp |
| Employer contribution / active EE | $5,571 | $4,333+28.6% | $3,679+51.4% | $4,876+14.2% |
| Participant deferral / active EE | $12,874 | $4,478+187.5% | $3,897+230.4% | $5,439+136.7% |
| Admin fee / account holder | $599 | $6,332-90.5% | $5,194-88.5% | $10,885-94.5% |