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 | $71,927 | $99,020-27.4% | $86,590-16.9% | $147,584-51.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 81.66% | 1312.34%-1230.7pp | 964.84%-883.2pp | 578.55%-496.9pp |
| Employer contribution / active EE | $6,859 | $3,132+119.0% | $2,839+141.6% | $4,876+40.7% |
| Participant deferral / active EE | $6,939 | $3,972+74.7% | $3,609+92.3% | $5,439+27.6% |
| Admin fee / account holder | $1,733 | $5,710-69.6% | $4,906-64.7% | $10,885-84.1% |