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 | $85,968 | $72,400+18.7% | $67,502+27.4% | $145,922-41.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.86% | 7182.46%-7168.6pp | 3512.12%-3498.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,199 | $3,069+69.4% | $2,731+90.4% | $4,660+11.6% |
| Participant deferral / active EE | $1,039 | $4,783-78.3% | $4,000-74.0% | $6,688-84.5% |
| Admin fee / account holder | $3,399 | $5,539-38.6% | $3,998-15.0% | $13,397-74.6% |