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 | $147,240 | $176,662-16.7% | $130,648+12.7% | $152,861-3.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 17.22% | 2692.24%-2675.0pp | 1708.96%-1691.7pp | 345.32%-328.1pp |
| Employer contribution / active EE | $3,375 | $5,742-41.2% | $4,092-17.5% | $4,762-29.1% |
| Participant deferral / active EE | $7,829 | $4,361+79.5% | $3,603+117.3% | $5,850+33.8% |
| Admin fee / account holder | $2,141 | $7,133-70.0% | $5,464-60.8% | $11,596-81.5% |