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 | $69,558 | $72,400-3.9% | $67,502+3.0% | $145,922-52.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.62% | 7182.46%-7166.8pp | 3512.12%-3496.5pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,251 | $3,069-26.6% | $2,731-17.6% | $4,660-51.7% |
| Participant deferral / active EE | $2,316 | $4,783-51.6% | $4,000-42.1% | $6,688-65.4% |
| Admin fee / account holder | $414 | $5,539-92.5% | $3,998-89.7% | $13,397-96.9% |