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 | $53,151 | $58,927-9.8% | $76,817-30.8% | $72,985-27.2% |
| Participation rate | 100.0% | 67.3%+32.7pp | 72.1%+27.9pp | 69.5%+30.5pp |
| Annual return | 20.79% | 2305.64%-2284.9pp | 1166.11%-1145.3pp | 81.00%-60.2pp |
| Employer contribution / active EE | $4,517 | $1,787+152.8% | $2,302+96.2% | $2,440+85.1% |
| Participant deferral / active EE | $3,698 | $2,690+37.5% | $3,336+10.9% | $3,607+2.5% |
| Admin fee / account holder | $6,670 | $4,013+66.2% | $6,420+3.9% | $5,124+30.2% |