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 | $101,519 | $87,540+16.0% | $75,781+34.0% | $125,391-19.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3586.01% | 13.48%+3572.5pp | 9.68%+3576.3pp | 282.22%+3303.8pp |
| Employer contribution / active EE | $4,072 | $3,930+3.6% | $3,323+22.5% | $4,866-16.3% |
| Participant deferral / active EE | $8,000 | $4,229+89.2% | $3,651+119.1% | $5,352+49.5% |
| Admin fee / account holder | $1,171 | $6,502-82.0% | $5,299-77.9% | $9,540-87.7% |