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 | $100,447 | $100,852-0.4% | $90,404+11.1% | $158,922-36.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.22% | 1724.20%-1712.0pp | 1293.02%-1280.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,587 | $3,689-29.9% | $3,262-20.7% | $4,761-45.7% |
| Participant deferral / active EE | $3,902 | $4,348-10.3% | $3,963-1.5% | $5,982-34.8% |
| Admin fee / account holder | $2,648 | $6,501-59.3% | $5,611-52.8% | $11,246-76.5% |