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 | $95,914 | $109,817-12.7% | $98,442-2.6% | $167,490-42.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.61% | 1956.69%-1946.1pp | 1492.73%-1482.1pp | 478.56%-467.9pp |
| Employer contribution / active EE | $6,539 | $3,224+102.8% | $2,960+120.9% | $4,837+35.2% |
| Participant deferral / active EE | $3,183 | $4,673-31.9% | $4,276-25.6% | $6,341-49.8% |
| Admin fee / account holder | $2,019 | $6,753-70.1% | $5,949-66.1% | $12,309-83.6% |