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 | $87,614 | $84,696+3.4% | $75,696+15.7% | $167,490-47.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.72% | 199.36%-187.6pp | 104.53%-92.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $3,902 | $3,230+20.8% | $2,743+42.3% | $4,837-19.3% |
| Participant deferral / active EE | $7,514 | $4,580+64.1% | $3,821+96.6% | $6,341+18.5% |
| Admin fee / account holder | $562 | $5,355-89.5% | $3,619-84.5% | $12,309-95.4% |