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 | $122,558 | $176,662-30.6% | $130,648-6.2% | $152,861-19.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 18.11% | 2692.24%-2674.1pp | 1708.96%-1690.8pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,895 | $5,742-49.6% | $4,092-29.2% | $4,762-39.2% |
| Participant deferral / active EE | $5,933 | $4,361+36.0% | $3,603+64.7% | $5,850+1.4% |
| Admin fee / account holder | $2,199 | $7,133-69.2% | $5,464-59.8% | $11,596-81.0% |