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 | $132,453 | $111,724+18.6% | $93,606+41.5% | $145,922-9.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.63% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $6,785 | $3,090+119.6% | $2,420+180.4% | $4,660+45.6% |
| Participant deferral / active EE | $10,497 | $4,912+113.7% | $4,411+138.0% | $6,688+57.0% |
| Admin fee / account holder | $21,034 | $10,250+105.2% | $8,285+153.9% | $13,397+57.0% |