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 | $88,310 | $124,185-28.9% | $108,410-18.5% | $167,490-47.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.04% | 1379.64%-1364.6pp | 905.27%-890.2pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,615 | $4,187-37.5% | $3,558-26.5% | $4,837-45.9% |
| Participant deferral / active EE | $8,914 | $6,908+29.0% | $6,563+35.8% | $6,341+40.6% |
| Admin fee / account holder | $955 | $9,455-89.9% | $7,295-86.9% | $12,309-92.2% |