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 | $148,820 | $102,604+45.0% | $86,188+72.7% | $139,434+6.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.35% | 1922.51%-1901.2pp | 1168.45%-1147.1pp | 372.94%-351.6pp |
| Employer contribution / active EE | $5,649 | $3,032+86.3% | $2,380+137.4% | $4,751+18.9% |
| Participant deferral / active EE | $4,167 | $4,676-10.9% | $3,985+4.6% | $6,710-37.9% |
| Admin fee / account holder | $7,502 | $8,657-13.3% | $6,852+9.5% | $11,403-34.2% |