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 | $82,207 | $76,738+7.1% | $56,411+45.7% | $145,922-43.7% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 12.19% | 2994.23%-2982.0pp | 1701.33%-1689.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,055 | $1,380+121.4% | $1,039+194.2% | $4,660-34.4% |
| Participant deferral / active EE | $15,111 | $2,623+476.2% | $1,952+674.2% | $6,688+125.9% |
| Admin fee / account holder | $20,329 | $3,334+509.8% | $2,829+618.7% | $13,397+51.7% |