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 | $155,421 | $124,185+25.2% | $108,410+43.4% | $167,490-7.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.44% | 1379.64%-1363.2pp | 905.27%-888.8pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,354 | $4,187-43.8% | $3,558-33.8% | $4,837-51.3% |
| Participant deferral / active EE | $2,595 | $6,908-62.4% | $6,563-60.5% | $6,341-59.1% |
| Admin fee / account holder | $1,944 | $9,455-79.4% | $7,295-73.4% | $12,309-84.2% |