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 | $168,923 | $102,604+64.6% | $86,188+96.0% | $139,434+21.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 9.44% | 1922.51%-1913.1pp | 1168.45%-1159.0pp | 372.94%-363.5pp |
| Employer contribution / active EE | $6,000 | $3,032+97.9% | $2,380+152.1% | $4,751+26.3% |
| Participant deferral / active EE | $5,078 | $4,676+8.6% | $3,985+27.4% | $6,710-24.3% |
| Admin fee / account holder | $759 | $8,657-91.2% | $6,852-88.9% | $11,403-93.3% |