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 | $73,484 | $102,604-28.4% | $86,188-14.7% | $139,434-47.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.45% | 1922.51%-1911.1pp | 1168.45%-1157.0pp | 372.94%-361.5pp |
| Employer contribution / active EE | $6,742 | $3,032+122.3% | $2,380+183.3% | $4,751+41.9% |
| Participant deferral / active EE | $1,883 | $4,676-59.7% | $3,985-52.7% | $6,710-71.9% |
| Admin fee / account holder | $693 | $8,657-92.0% | $6,852-89.9% | $11,403-93.9% |