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 | $191,065 | $100,852+89.5% | $90,404+111.3% | $158,922+20.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 29.43% | 1724.20%-1694.8pp | 1293.02%-1263.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $2,010 | $3,689-45.5% | $3,262-38.4% | $4,761-57.8% |
| Participant deferral / active EE | $4,266 | $4,348-1.9% | $3,963+7.6% | $5,982-28.7% |
| Admin fee / account holder | $1,604 | $6,501-75.3% | $5,611-71.4% | $11,246-85.7% |