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 | $143,394 | $81,625+75.7% | $58,482+145.2% | $139,434+2.8% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 14.88% | 7404.20%-7389.3pp | 4239.32%-4224.4pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,364 | $1,398-2.5% | $1,053+29.5% | $4,751-71.3% |
| Participant deferral / active EE | $8,440 | $2,557+230.1% | $1,924+338.7% | $6,710+25.8% |
| Admin fee / account holder | $685 | $3,265-79.0% | $2,516-72.8% | $11,403-94.0% |