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 | $73,703 | $109,817-32.9% | $98,442-25.1% | $167,490-56.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 9.46% | 1956.69%-1947.2pp | 1492.73%-1483.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $5,368 | $3,224+66.5% | $2,960+81.4% | $4,837+11.0% |
| Participant deferral / active EE | $6,031 | $4,673+29.1% | $4,276+41.0% | $6,341-4.9% |
| Admin fee / account holder | $1,320 | $6,753-80.4% | $5,949-77.8% | $12,309-89.3% |