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 | $74,291 | $124,185-40.2% | $108,410-31.5% | $167,490-55.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 14.96% | 1379.64%-1364.7pp | 905.27%-890.3pp | 478.56%-463.6pp |
| Employer contribution / active EE | $4,158 | $4,187-0.7% | $3,558+16.9% | $4,837-14.0% |
| Participant deferral / active EE | $11,214 | $6,908+62.3% | $6,563+70.9% | $6,341+76.8% |
| Admin fee / account holder | $1,291 | $9,455-86.3% | $7,295-82.3% | $12,309-89.5% |