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 | $98,486 | $124,185-20.7% | $108,410-9.2% | $167,490-41.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.49% | 1379.64%-1365.1pp | 905.27%-890.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $1,163 | $4,187-72.2% | $3,558-67.3% | $4,837-76.0% |
| Participant deferral / active EE | $11,746 | $6,908+70.0% | $6,563+79.0% | $6,341+85.2% |
| Admin fee / account holder | $2,150 | $9,455-77.3% | $7,295-70.5% | $12,309-82.5% |