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 | $64,055 | $68,097-5.9% | $62,929+1.8% | $137,256-53.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 25.68% | 1859.11%-1833.4pp | 1063.93%-1038.2pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,759 | $2,811+33.7% | $2,505+50.1% | $4,156-9.6% |
| Participant deferral / active EE | $11,247 | $4,553+147.1% | $3,888+189.3% | $6,407+75.6% |
| Admin fee / account holder | $6,735 | $6,521+3.3% | $5,065+33.0% | $12,270-45.1% |