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 | $70,591 | $109,817-35.7% | $98,442-28.3% | $167,490-57.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.12% | 1956.69%-1943.6pp | 1492.73%-1479.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $4,869 | $3,224+51.0% | $2,960+64.5% | $4,837+0.6% |
| Participant deferral / active EE | $1,688 | $4,673-63.9% | $4,276-60.5% | $6,341-73.4% |
| Admin fee / account holder | $624 | $6,753-90.8% | $5,949-89.5% | $12,309-94.9% |