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 | $146,849 | $176,662-16.9% | $130,648+12.4% | $152,861-3.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 22.89% | 2692.24%-2669.4pp | 1708.96%-1686.1pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,598 | $5,742-72.2% | $4,092-60.9% | $4,762-66.4% |
| Participant deferral / active EE | $1,598 | $4,361-63.4% | $3,603-55.6% | $5,850-72.7% |
| Admin fee / account holder | $1,308 | $7,133-81.7% | $5,464-76.1% | $11,596-88.7% |