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 | $130,559 | $185,200-29.5% | $142,863-8.6% | $167,490-22.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.02% | 8555.70%-8540.7pp | 5637.54%-5622.5pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,368 | $5,604+31.5% | $4,144+77.8% | $4,837+52.3% |
| Participant deferral / active EE | $3,345 | $4,494-25.6% | $3,837-12.8% | $6,341-47.3% |
| Admin fee / account holder | $3,727 | $8,031-53.6% | $6,560-43.2% | $12,309-69.7% |