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 | $140,840 | $97,757+44.1% | $83,848+68.0% | $135,375+4.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 10.47% | 1287.37%-1276.9pp | 850.88%-840.4pp | 519.73%-509.3pp |
| Employer contribution / active EE | $16,000 | $4,222+279.0% | $3,631+340.7% | $4,779+234.8% |
| Participant deferral / active EE | $3,638 | $4,682-22.3% | $4,082-10.9% | $5,609-35.1% |
| Admin fee / account holder | $32,041 | $6,674+380.1% | $5,478+484.9% | $10,827+195.9% |