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 | $88,017 | $99,020-11.1% | $86,590+1.6% | $147,584-40.4% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 16.68% | 1312.34%-1295.7pp | 964.84%-948.2pp | 578.55%-561.9pp |
| Employer contribution / active EE | $7,603 | $3,132+142.8% | $2,839+167.8% | $4,876+55.9% |
| Participant deferral / active EE | $4,672 | $3,972+17.6% | $3,609+29.5% | $5,439-14.1% |
| Admin fee / account holder | $22,285 | $5,710+290.3% | $4,906+354.3% | $10,885+104.7% |