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 | $115,872 | $109,817+5.5% | $98,442+17.7% | $167,490-30.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.57% | 1956.69%-1942.1pp | 1492.73%-1478.2pp | 478.56%-464.0pp |
| Employer contribution / active EE | $3,305 | $3,224+2.5% | $2,960+11.7% | $4,837-31.7% |
| Participant deferral / active EE | $11,819 | $4,673+152.9% | $4,276+176.4% | $6,341+86.4% |
| Admin fee / account holder | $10,530 | $6,753+55.9% | $5,949+77.0% | $12,309-14.5% |