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 | $81,621 | $109,817-25.7% | $98,442-17.1% | $167,490-51.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 9.59% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-469.0pp |
| Employer contribution / active EE | $15,733 | $3,224+388.0% | $2,960+431.6% | $4,837+225.2% |
| Participant deferral / active EE | $5,063 | $4,673+8.3% | $4,276+18.4% | $6,341-20.2% |
| Admin fee / account holder | $20,350 | $6,753+201.4% | $5,949+242.1% | $12,309+65.3% |