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 | $132,370 | $150,440-12.0% | $136,294-2.9% | $147,584-10.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.99% | 1049.08%-1031.1pp | 5155.94%-5137.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,970 | $5,256-43.5% | $4,695-36.7% | $4,876-39.1% |
| Participant deferral / active EE | $7,425 | $6,630+12.0% | $6,247+18.9% | $5,439+36.5% |
| Admin fee / account holder | $2,049 | $10,905-81.2% | $9,243-77.8% | $10,885-81.2% |