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 | $136,038 | $109,817+23.9% | $98,442+38.2% | $167,490-18.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 20.37% | 1956.69%-1936.3pp | 1492.73%-1472.4pp | 478.56%-458.2pp |
| Employer contribution / active EE | $2,845 | $3,224-11.8% | $2,960-3.9% | $4,837-41.2% |
| Participant deferral / active EE | $4,890 | $4,673+4.6% | $4,276+14.4% | $6,341-22.9% |
| Admin fee / account holder | $7,509 | $6,753+11.2% | $5,949+26.2% | $12,309-39.0% |