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 | $82,837 | $68,097+21.6% | $62,929+31.6% | $137,256-39.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 17.37% | 1859.11%-1841.7pp | 1063.93%-1046.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $5,677 | $2,811+101.9% | $2,505+126.7% | $4,156+36.6% |
| Participant deferral / active EE | $4,000 | $4,553-12.1% | $3,888+2.9% | $6,407-37.6% |
| Admin fee / account holder | $10,714 | $6,521+64.3% | $5,065+111.6% | $12,270-12.7% |