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 | $79,030 | $102,604-23.0% | $86,188-8.3% | $139,434-43.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.89% | 1922.51%-1904.6pp | 1168.45%-1150.6pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,508 | $3,032-17.3% | $2,380+5.4% | $4,751-47.2% |
| Participant deferral / active EE | $6,248 | $4,676+33.6% | $3,985+56.8% | $6,710-6.9% |
| Admin fee / account holder | $5,214 | $8,657-39.8% | $6,852-23.9% | $11,403-54.3% |