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 | $114,698 | $100,852+13.7% | $90,404+26.9% | $158,922-27.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.99% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $6,990 | $3,689+89.5% | $3,262+114.3% | $4,761+46.8% |
| Participant deferral / active EE | $9,257 | $4,348+112.9% | $3,963+133.6% | $5,982+54.7% |
| Admin fee / account holder | $2,193 | $6,501-66.3% | $5,611-60.9% | $11,246-80.5% |