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 | $62,154 | $109,817-43.4% | $98,442-36.9% | $167,490-62.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.11% | 1956.69%-1940.6pp | 1492.73%-1476.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $10,551 | $3,224+227.3% | $2,960+256.5% | $4,837+118.1% |
| Participant deferral / active EE | $6,387 | $4,673+36.7% | $4,276+49.3% | $6,341+0.7% |
| Admin fee / account holder | $10,067 | $6,753+49.1% | $5,949+69.2% | $12,309-18.2% |