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 | $228,916 | $159,901+43.2% | $146,958+55.8% | $145,922+56.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 98.13%-85.1pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,551 | $5,286+5.0% | $4,933+12.5% | $4,660+19.1% |
| Participant deferral / active EE | $7,228 | $8,428-14.2% | $8,070-10.4% | $6,688+8.1% |
| Admin fee / account holder | $5,000 | $15,044-66.8% | $12,998-61.5% | $13,397-62.7% |