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 | $141,735 | $114,047+24.3% | $96,139+47.4% | $167,490-15.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 13.71% | 189.88%-176.2pp | 191.94%-178.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $10,032 | $3,427+192.7% | $2,797+258.7% | $4,837+107.4% |
| Participant deferral / active EE | $11,136 | $5,194+114.4% | $4,349+156.1% | $6,341+75.6% |
| Admin fee / account holder | $7,757 | $6,897+12.5% | $5,537+40.1% | $12,309-37.0% |