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 | $204,901 | $102,604+99.7% | $86,188+137.7% | $139,434+47.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.64% | 1922.51%-1903.9pp | 1168.45%-1149.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,459 | $3,032-18.9% | $2,380+3.3% | $4,751-48.2% |
| Participant deferral / active EE | $5,107 | $4,676+9.2% | $3,985+28.1% | $6,710-23.9% |
| Admin fee / account holder | $12,530 | $8,657+44.7% | $6,852+82.9% | $11,403+9.9% |