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 | $91,288 | $209,832-56.5% | $189,513-51.8% | $167,490-45.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.91% | 748.27%-735.4pp | 555.15%-542.2pp | 478.56%-465.6pp |
| Employer contribution / active EE | $3,292 | $6,914-52.4% | $6,162-46.6% | $4,837-31.9% |
| Participant deferral / active EE | $6,032 | $8,935-32.5% | $8,221-26.6% | $6,341-4.9% |
| Admin fee / account holder | $19,783 | $14,293+38.4% | $12,045+64.2% | $12,309+60.7% |