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 | $82,278 | $185,200-55.6% | $142,863-42.4% | $167,490-50.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 15.44% | 8555.70%-8540.3pp | 5637.54%-5622.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $4,648 | $5,604-17.1% | $4,144+12.2% | $4,837-3.9% |
| Participant deferral / active EE | $4,648 | $4,494+3.4% | $3,837+21.1% | $6,341-26.7% |
| Admin fee / account holder | $855 | $8,031-89.4% | $6,560-87.0% | $12,309-93.1% |