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 | $136,861 | $81,625+67.7% | $58,482+134.0% | $139,434-1.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 12.26% | 7404.20%-7391.9pp | 4239.32%-4227.1pp | 372.94%-360.7pp |
| Employer contribution / active EE | $5,221 | $1,398+273.4% | $1,053+395.7% | $4,751+9.9% |
| Participant deferral / active EE | $13,278 | $2,557+419.3% | $1,924+590.2% | $6,710+97.9% |
| Admin fee / account holder | $16,646 | $3,265+409.8% | $2,516+561.6% | $11,403+46.0% |