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 | $113,392 | $185,200-38.8% | $142,863-20.6% | $167,490-32.3% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 16.26% | 8555.70%-8539.4pp | 5637.54%-5621.3pp | 478.56%-462.3pp |
| Employer contribution / active EE | $16,594 | $5,604+196.1% | $4,144+300.5% | $4,837+243.0% |
| Participant deferral / active EE | $9,030 | $4,494+100.9% | $3,837+135.3% | $6,341+42.4% |
| Admin fee / account holder | $883 | $8,031-89.0% | $6,560-86.5% | $12,309-92.8% |