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 | $106,907 | $109,817-2.6% | $98,442+8.6% | $167,490-36.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.27% | 1956.69%-1941.4pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $4,835 | $3,224+50.0% | $2,960+63.4% | $4,837-0.1% |
| Participant deferral / active EE | $6,970 | $4,673+49.1% | $4,276+63.0% | $6,341+9.9% |
| Admin fee / account holder | $12,410 | $6,753+83.8% | $5,949+108.6% | $12,309+0.8% |