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 | $79,616 | $100,852-21.1% | $90,404-11.9% | $158,922-49.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.17% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.7pp |
| Employer contribution / active EE | $3,120 | $3,689-15.4% | $3,262-4.4% | $4,761-34.5% |
| Participant deferral / active EE | $7,913 | $4,348+82.0% | $3,963+99.7% | $5,982+32.3% |
| Admin fee / account holder | $3,907 | $6,501-39.9% | $5,611-30.4% | $11,246-65.3% |