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 | $98,168 | $176,662-44.4% | $130,648-24.9% | $152,861-35.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 23.75% | 2692.24%-2668.5pp | 1708.96%-1685.2pp | 345.32%-321.6pp |
| Employer contribution / active EE | $5,530 | $5,742-3.7% | $4,092+35.1% | $4,762+16.1% |
| Participant deferral / active EE | $3,369 | $4,361-22.8% | $3,603-6.5% | $5,850-42.4% |
| Admin fee / account holder | $5,707 | $7,133-20.0% | $5,464+4.4% | $11,596-50.8% |