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 | $151,928 | $100,852+50.6% | $90,404+68.1% | $158,922-4.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.44% | 1724.20%-1707.8pp | 1293.02%-1276.6pp | 302.83%-286.4pp |
| Employer contribution / active EE | $3,671 | $3,689-0.5% | $3,262+12.5% | $4,761-22.9% |
| Participant deferral / active EE | $11,019 | $4,348+153.4% | $3,963+178.0% | $5,982+84.2% |
| Admin fee / account holder | $3,694 | $6,501-43.2% | $5,611-34.2% | $11,246-67.2% |