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 | $77,617 | $150,187-48.3% | $120,354-35.5% | $145,922-46.8% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.89% | 154.07%-139.2pp | 107.15%-92.3pp | 561.29%-546.4pp |
| Employer contribution / active EE | $3,793 | $4,348-12.8% | $3,463+9.5% | $4,660-18.6% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $2,397 | $12,207-80.4% | $9,423-74.6% | $13,397-82.1% |