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 | $142,947 | $100,852+41.7% | $90,404+58.1% | $158,922-10.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.47% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,279 | $3,689-38.2% | $3,262-30.1% | $4,761-52.1% |
| Participant deferral / active EE | $3,742 | $4,348-13.9% | $3,963-5.6% | $5,982-37.5% |
| Admin fee / account holder | $566 | $6,501-91.3% | $5,611-89.9% | $11,246-95.0% |