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 | $208,874 | $171,865+21.5% | $149,718+39.5% | $147,584+41.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 14.36% | 2113.22%-2098.9pp | 1501.63%-1487.3pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,000 | $6,275-52.2% | $5,445-44.9% | $4,876-38.5% |
| Participant deferral / active EE | $10,628 | $7,271+46.2% | $6,569+61.8% | $5,439+95.4% |
| Admin fee / account holder | $1,649 | $13,799-88.0% | $11,283-85.4% | $10,885-84.8% |