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 5-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 | $96,765 | $109,982-12.0% | $97,226-0.5% | $145,922-33.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.02% | 242.90%-231.9pp | 75.13%-64.1pp | 561.29%-550.3pp |
| Employer contribution / active EE | $11,000 | $3,084+256.7% | $2,729+303.1% | $4,660+136.1% |
| Participant deferral / active EE | $11,295 | $4,676+141.6% | $4,264+164.9% | $6,688+68.9% |
| Admin fee / account holder | $814 | $6,221-86.9% | $5,654-85.6% | $13,397-93.9% |