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 | $140,765 | $99,640+41.3% | $86,436+62.9% | $134,475+4.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 7.07% | 6782.58%-6775.5pp | 4394.89%-4387.8pp | 417.96%-410.9pp |
| Employer contribution / active EE | $3,384 | $4,400-23.1% | $3,769-10.2% | $4,740-28.6% |
| Participant deferral / active EE | $2,356 | $7,246-67.5% | $6,952-66.1% | $6,400-63.2% |
| Admin fee / account holder | $1,414 | $8,371-83.1% | $6,731-79.0% | $11,426-87.6% |