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 | $104,166 | $72,396+43.9% | $67,511+54.3% | $145,959-28.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.43% | 7194.07%-7182.6pp | 3517.41%-3506.0pp | 561.95%-550.5pp |
| Employer contribution / active EE | $5,679 | $3,071+84.9% | $2,733+107.8% | $4,661+21.8% |
| Participant deferral / active EE | $8,331 | $4,781+74.2% | $4,000+108.3% | $6,689+24.6% |
| Admin fee / account holder | $765 | $5,538-86.2% | $3,999-80.9% | $13,398-94.3% |