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 | $146,496 | $171,865-14.8% | $149,718-2.2% | $147,584-0.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.53% | 2113.22%-2095.7pp | 1501.63%-1484.1pp | 578.55%-561.0pp |
| Employer contribution / active EE | $5,482 | $6,275-12.6% | $5,445+0.7% | $4,876+12.4% |
| Participant deferral / active EE | $2,540 | $7,271-65.1% | $6,569-61.3% | $5,439-53.3% |
| Admin fee / account holder | $808 | $13,799-94.1% | $11,283-92.8% | $10,885-92.6% |