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 | $128,027 | $109,817+16.6% | $98,442+30.1% | $167,490-23.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.98% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $4,570 | $3,224+41.8% | $2,960+54.4% | $4,837-5.5% |
| Participant deferral / active EE | $11,514 | $4,673+146.4% | $4,276+169.2% | $6,341+81.6% |
| Admin fee / account holder | $5,661 | $6,753-16.2% | $5,949-4.8% | $12,309-54.0% |