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 | $165,200 | $99,020+66.8% | $86,590+90.8% | $147,584+11.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 11.09% | 1312.34%-1301.2pp | 964.84%-953.8pp | 578.55%-567.5pp |
| Employer contribution / active EE | $3,000 | $3,132-4.2% | $2,839+5.7% | $4,876-38.5% |
| Participant deferral / active EE | $5,994 | $3,972+50.9% | $3,609+66.1% | $5,439+10.2% |
| Admin fee / account holder | $4,624 | $5,710-19.0% | $4,906-5.7% | $10,885-57.5% |