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 | $102,897 | $56,199+83.1% | $67,652+52.1% | $59,632+72.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.99% | 18505.31%-18504.3pp | 6625.04%-6624.0pp | 2041.28%-2040.3pp |
| Employer contribution / active EE | $4,957 | $1,614+207.0% | $2,266+118.8% | $2,203+125.1% |
| Participant deferral / active EE | $2,827 | $2,844-0.6% | $3,560-20.6% | $3,192-11.4% |
| Admin fee / account holder | $326 | $3,958-91.8% | $4,821-93.2% | $4,297-92.4% |