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 | $69,238 | $102,604-32.5% | $86,188-19.7% | $139,434-50.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.64% | 1922.51%-1906.9pp | 1168.45%-1152.8pp | 372.94%-357.3pp |
| Employer contribution / active EE | $7,079 | $3,032+133.4% | $2,380+197.4% | $4,751+49.0% |
| Participant deferral / active EE | $5,727 | $4,676+22.5% | $3,985+43.7% | $6,710-14.7% |
| Admin fee / account holder | $869 | $8,657-90.0% | $6,852-87.3% | $11,403-92.4% |