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 | $116,084 | $56,199+106.6% | $67,652+71.6% | $59,632+94.7% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 1.55% | 18505.31%-18503.8pp | 6625.04%-6623.5pp | 2041.28%-2039.7pp |
| Employer contribution / active EE | $2,662 | $1,614+64.9% | $2,266+17.5% | $2,203+20.9% |
| Participant deferral / active EE | $9,060 | $2,844+218.6% | $3,560+154.5% | $3,192+183.9% |
| Admin fee / account holder | $8,426 | $3,958+112.9% | $4,821+74.8% | $4,297+96.1% |