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 | $117,049 | $100,852+16.1% | $90,404+29.5% | $158,922-26.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.66% | 1724.20%-1709.5pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $2,171 | $3,689-41.1% | $3,262-33.4% | $4,761-54.4% |
| Participant deferral / active EE | $3,686 | $4,348-15.2% | $3,963-7.0% | $5,982-38.4% |
| Admin fee / account holder | $3,529 | $6,501-45.7% | $5,611-37.1% | $11,246-68.6% |