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 | $74,981 | $68,097+10.1% | $62,929+19.2% | $137,256-45.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.67% | 1859.11%-1844.4pp | 1063.93%-1049.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $9,384 | $2,811+233.8% | $2,505+274.7% | $4,156+125.8% |
| Participant deferral / active EE | $11,945 | $4,553+162.4% | $3,888+207.2% | $6,407+86.4% |
| Admin fee / account holder | $9,532 | $6,521+46.2% | $5,065+88.2% | $12,270-22.3% |