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 | $95,271 | $72,396+31.6% | $67,511+41.1% | $145,959-34.7% |
| Participation rate | 95.0% | 76.9%+18.1pp | 72.9%+22.1pp | 80.3%+14.7pp |
| Annual return | 10.46% | 7194.07%-7183.6pp | 3517.41%-3506.9pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,571 | $3,071+16.3% | $2,733+30.7% | $4,661-23.4% |
| Participant deferral / active EE | $3,646 | $4,781-23.8% | $4,000-8.9% | $6,689-45.5% |
| Admin fee / account holder | $4,855 | $5,538-12.3% | $3,999+21.4% | $13,398-63.8% |