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 | $73,566 | $88,751-17.1% | $81,812-10.1% | $145,922-49.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.46% | 1025.40%-1013.9pp | 773.79%-762.3pp | 561.29%-549.8pp |
| Employer contribution / active EE | $2,000 | $3,083-35.1% | $2,912-31.3% | $4,660-57.1% |
| Participant deferral / active EE | $7,360 | $4,643+58.5% | $4,319+70.4% | $6,688+10.1% |
| Admin fee / account holder | $2,762 | $8,415-67.2% | $7,386-62.6% | $13,397-79.4% |