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 | $115,355 | $109,817+5.0% | $98,442+17.2% | $167,490-31.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.33% | 1956.69%-1934.4pp | 1492.73%-1470.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $2,830 | $3,224-12.2% | $2,960-4.4% | $4,837-41.5% |
| Participant deferral / active EE | $6,077 | $4,673+30.0% | $4,276+42.1% | $6,341-4.2% |
| Admin fee / account holder | $529 | $6,753-92.2% | $5,949-91.1% | $12,309-95.7% |