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 | $95,619 | $88,751+7.7% | $81,812+16.9% | $145,922-34.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.15% | 1025.40%-1010.2pp | 773.79%-758.6pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,945 | $3,083-36.9% | $2,912-33.2% | $4,660-58.3% |
| Participant deferral / active EE | $9,478 | $4,643+104.1% | $4,319+119.5% | $6,688+41.7% |
| Admin fee / account holder | $619 | $8,415-92.7% | $7,386-91.6% | $13,397-95.4% |