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 | $171,359 | $100,852+69.9% | $90,404+89.5% | $158,922+7.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.47% | 1724.20%-1714.7pp | 1293.02%-1283.5pp | 302.83%-293.4pp |
| Employer contribution / active EE | $2,440 | $3,689-33.9% | $3,262-25.2% | $4,761-48.8% |
| Participant deferral / active EE | $3,796 | $4,348-12.7% | $3,963-4.2% | $5,982-36.5% |
| Admin fee / account holder | $1,035 | $6,501-84.1% | $5,611-81.6% | $11,246-90.8% |