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 | $130,158 | $109,817+18.5% | $98,442+32.2% | $167,490-22.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 22.37% | 1956.69%-1934.3pp | 1492.73%-1470.4pp | 478.56%-456.2pp |
| Employer contribution / active EE | $10,539 | $3,224+226.9% | $2,960+256.1% | $4,837+117.9% |
| Participant deferral / active EE | $6,113 | $4,673+30.8% | $4,276+43.0% | $6,341-3.6% |
| Admin fee / account holder | $10,800 | $6,753+59.9% | $5,949+81.5% | $12,309-12.3% |