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 | $53,261 | $100,852-47.2% | $90,404-41.1% | $158,922-66.5% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.7%+12.3pp | 82.0%+3.0pp |
| Annual return | 20.25% | 1724.20%-1703.9pp | 1293.02%-1272.8pp | 302.83%-282.6pp |
| Employer contribution / active EE | $5,532 | $3,689+50.0% | $3,262+69.6% | $4,761+16.2% |
| Participant deferral / active EE | $10,080 | $4,348+131.8% | $3,963+154.3% | $5,982+68.5% |
| Admin fee / account holder | $2,196 | $6,501-66.2% | $5,611-60.9% | $11,246-80.5% |