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 | $126,522 | $100,852+25.5% | $90,404+40.0% | $158,922-20.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.13% | 1724.20%-1714.1pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $2,076 | $3,689-43.7% | $3,262-36.4% | $4,761-56.4% |
| Participant deferral / active EE | $12,823 | $4,348+194.9% | $3,963+223.5% | $5,982+114.4% |
| Admin fee / account holder | $1,330 | $6,501-79.5% | $5,611-76.3% | $11,246-88.2% |