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 | $148,080 | $102,604+44.3% | $86,188+71.8% | $139,434+6.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.79% | 1922.51%-1910.7pp | 1168.45%-1156.7pp | 372.94%-361.1pp |
| Employer contribution / active EE | $1,423 | $3,032-53.1% | $2,380-40.2% | $4,751-70.0% |
| Participant deferral / active EE | $3,113 | $4,676-33.4% | $3,985-21.9% | $6,710-53.6% |
| Admin fee / account holder | $333 | $8,657-96.1% | $6,852-95.1% | $11,403-97.1% |