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 | $166,756 | $100,852+65.3% | $90,404+84.5% | $158,922+4.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 25.12% | 1724.20%-1699.1pp | 1293.02%-1267.9pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,491 | $3,689-59.6% | $3,262-54.3% | $4,761-68.7% |
| Participant deferral / active EE | $5,902 | $4,348+35.7% | $3,963+48.9% | $5,982-1.3% |
| Admin fee / account holder | $908 | $6,501-86.0% | $5,611-83.8% | $11,246-91.9% |