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 | $110,022 | $99,020+11.1% | $86,590+27.1% | $147,584-25.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.79% | 1312.34%-1293.5pp | 964.84%-946.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $2,212 | $3,132-29.4% | $2,839-22.1% | $4,876-54.6% |
| Participant deferral / active EE | $3,918 | $3,972-1.4% | $3,609+8.6% | $5,439-28.0% |
| Admin fee / account holder | $4,079 | $5,710-28.6% | $4,906-16.9% | $10,885-62.5% |