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 | $95,414 | $150,187-36.5% | $120,354-20.7% | $145,922-34.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 17.38% | 154.07%-136.7pp | 107.15%-89.8pp | 561.29%-543.9pp |
| Employer contribution / active EE | $5,838 | $4,348+34.3% | $3,463+68.6% | $4,660+25.3% |
| Participant deferral / active EE | $4,041 | $6,173-34.5% | $4,991-19.0% | $6,688-39.6% |
| Admin fee / account holder | $652 | $12,207-94.7% | $9,423-93.1% | $13,397-95.1% |