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 | $65,989 | $99,020-33.4% | $86,590-23.8% | $147,584-55.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 30.89% | 1312.34%-1281.4pp | 964.84%-933.9pp | 578.55%-547.7pp |
| Employer contribution / active EE | $17,305 | $3,132+452.5% | $2,839+509.5% | $4,876+254.9% |
| Participant deferral / active EE | $7,232 | $3,972+82.1% | $3,609+100.4% | $5,439+33.0% |
| Admin fee / account holder | $366 | $5,710-93.6% | $4,906-92.5% | $10,885-96.6% |