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 | $125,695 | $156,846-19.9% | $121,098+3.8% | $139,434-9.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.46% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $6,643 | $5,536+20.0% | $4,164+59.5% | $4,751+39.8% |
| Participant deferral / active EE | $15,725 | $4,844+224.6% | $4,080+285.4% | $6,710+134.3% |
| Admin fee / account holder | $18,392 | $6,946+164.8% | $5,644+225.8% | $11,403+61.3% |