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 | $114,526 | $109,817+4.3% | $98,442+16.3% | $167,490-31.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.60% | 1956.69%-1945.1pp | 1492.73%-1481.1pp | 478.56%-467.0pp |
| Employer contribution / active EE | $9,829 | $3,224+204.9% | $2,960+232.1% | $4,837+103.2% |
| Participant deferral / active EE | $8,791 | $4,673+88.1% | $4,276+105.6% | $6,341+38.6% |
| Admin fee / account holder | $454 | $6,753-93.3% | $5,949-92.4% | $12,309-96.3% |