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 | $133,820 | $99,020+35.1% | $86,590+54.5% | $147,584-9.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.57% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,206 | $3,132-61.5% | $2,839-57.5% | $4,876-75.3% |
| Participant deferral / active EE | $2,763 | $3,972-30.4% | $3,609-23.4% | $5,439-49.2% |
| Admin fee / account holder | $4,194 | $5,710-26.6% | $4,906-14.5% | $10,885-61.5% |