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 | $50,497 | $107,015-52.8% | $73,545-31.3% | $147,584-65.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 1694.24% | 38.25%+1656.0pp | -15.16%+1709.4pp | 578.55%+1115.7pp |
| Employer contribution / active EE | $2,871 | $1,760+63.1% | $1,219+135.5% | $4,876-41.1% |
| Participant deferral / active EE | $18,050 | $2,462+633.2% | $1,806+899.4% | $5,439+231.9% |
| Admin fee / account holder | $16,300 | $3,055+433.5% | $2,320+602.7% | $10,885+49.7% |