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 | $114,676 | $100,852+13.7% | $90,404+26.8% | $158,922-27.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.94% | 1724.20%-1712.3pp | 1293.02%-1281.1pp | 302.83%-290.9pp |
| Employer contribution / active EE | $3,570 | $3,689-3.2% | $3,262+9.4% | $4,761-25.0% |
| Participant deferral / active EE | $8,667 | $4,348+99.4% | $3,963+118.7% | $5,982+44.9% |
| Admin fee / account holder | $1,714 | $6,501-73.6% | $5,611-69.5% | $11,246-84.8% |