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 9-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 | $107,208 | $72,400+48.1% | $67,502+58.8% | $145,922-26.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.35% | 7182.46%-7166.1pp | 3512.12%-3495.8pp | 561.29%-544.9pp |
| Employer contribution / active EE | $6,100 | $3,069+98.7% | $2,731+123.4% | $4,660+30.9% |
| Participant deferral / active EE | $6,105 | $4,783+27.6% | $4,000+52.6% | $6,688-8.7% |
| Admin fee / account holder | $986 | $5,539-82.2% | $3,998-75.3% | $13,397-92.6% |