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 5-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 | $84,994 | $72,400+17.4% | $67,502+25.9% | $145,922-41.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.72% | 7182.46%-7167.7pp | 3512.12%-3497.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,632 | $3,069+50.9% | $2,731+69.6% | $4,660-0.6% |
| Participant deferral / active EE | $13,819 | $4,783+188.9% | $4,000+245.5% | $6,688+106.6% |
| Admin fee / account holder | $336 | $5,539-93.9% | $3,998-91.6% | $13,397-97.5% |