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 | $146,131 | $156,846-6.8% | $121,098+20.7% | $139,434+4.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.56% | 1474.56%-1457.0pp | 985.75%-968.2pp | 372.94%-355.4pp |
| Employer contribution / active EE | $6,601 | $5,536+19.2% | $4,164+58.5% | $4,751+39.0% |
| Participant deferral / active EE | $5,148 | $4,844+6.3% | $4,080+26.2% | $6,710-23.3% |
| Admin fee / account holder | $1,970 | $6,946-71.6% | $5,644-65.1% | $11,403-82.7% |