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 | $71,623 | $99,020-27.7% | $86,590-17.3% | $147,584-51.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.01% | 1312.34%-1296.3pp | 964.84%-948.8pp | 578.55%-562.5pp |
| Employer contribution / active EE | $7,132 | $3,132+127.7% | $2,839+151.2% | $4,876+46.3% |
| Participant deferral / active EE | $3,121 | $3,972-21.4% | $3,609-13.5% | $5,439-42.6% |
| Admin fee / account holder | $2,797 | $5,710-51.0% | $4,906-43.0% | $10,885-74.3% |