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 | $103,456 | $100,852+2.6% | $90,404+14.4% | $158,922-34.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.99% | 1724.20%-1717.2pp | 1293.02%-1286.0pp | 302.83%-295.8pp |
| Employer contribution / active EE | $3,579 | $3,689-3.0% | $3,262+9.7% | $4,761-24.8% |
| Participant deferral / active EE | $17,366 | $4,348+299.4% | $3,963+338.2% | $5,982+190.3% |
| Admin fee / account holder | $1,494 | $6,501-77.0% | $5,611-73.4% | $11,246-86.7% |