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 | $103,767 | $99,020+4.8% | $86,590+19.8% | $147,584-29.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.34% | 1312.34%-1300.0pp | 964.84%-952.5pp | 578.55%-566.2pp |
| Employer contribution / active EE | $7,894 | $3,132+152.1% | $2,839+178.0% | $4,876+61.9% |
| Participant deferral / active EE | $7,110 | $3,972+79.0% | $3,609+97.0% | $5,439+30.7% |
| Admin fee / account holder | $9,775 | $5,710+71.2% | $4,906+99.3% | $10,885-10.2% |