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 | $82,276 | $109,817-25.1% | $98,442-16.4% | $167,490-50.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 14.38% | 1956.69%-1942.3pp | 1492.73%-1478.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $6,085 | $3,224+88.7% | $2,960+105.6% | $4,837+25.8% |
| Participant deferral / active EE | $4,017 | $4,673-14.0% | $4,276-6.1% | $6,341-36.7% |
| Admin fee / account holder | $3,924 | $6,753-41.9% | $5,949-34.0% | $12,309-68.1% |