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 | $210,566 | $160,055+31.6% | $140,016+50.4% | $135,375+55.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 349.38% | 911.38%-562.0pp | 651.12%-301.7pp | 519.73%-170.4pp |
| Employer contribution / active EE | $15,762 | $6,420+145.5% | $5,606+181.2% | $4,779+229.8% |
| Participant deferral / active EE | $6,703 | $7,642-12.3% | $6,927-3.2% | $5,609+19.5% |
| Admin fee / account holder | $2,877 | $13,328-78.4% | $10,705-73.1% | $10,827-73.4% |