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 | $135,478 | $109,817+23.4% | $98,442+37.6% | $167,490-19.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.97% | 1956.69%-1944.7pp | 1492.73%-1480.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $4,462 | $3,224+38.4% | $2,960+50.8% | $4,837-7.8% |
| Participant deferral / active EE | $10,127 | $4,673+116.7% | $4,276+136.8% | $6,341+59.7% |
| Admin fee / account holder | $2,060 | $6,753-69.5% | $5,949-65.4% | $12,309-83.3% |