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 | $136,391 | $109,327+24.8% | $89,391+52.6% | $158,922-14.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 20.44% | 345.68%-325.2pp | 245.62%-225.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $8,103 | $3,170+155.6% | $2,586+213.4% | $4,761+70.2% |
| Participant deferral / active EE | $11,246 | $4,598+144.6% | $3,890+189.1% | $5,982+88.0% |
| Admin fee / account holder | $1,011 | $6,153-83.6% | $4,881-79.3% | $11,246-91.0% |