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 | $87,318 | $109,817-20.5% | $98,442-11.3% | $167,490-47.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 18.74% | 1956.69%-1938.0pp | 1492.73%-1474.0pp | 478.56%-459.8pp |
| Employer contribution / active EE | $15,010 | $3,224+365.6% | $2,960+407.1% | $4,837+210.3% |
| Participant deferral / active EE | $1,283 | $4,673-72.5% | $4,276-70.0% | $6,341-79.8% |
| Admin fee / account holder | $34,834 | $6,753+415.9% | $5,949+485.5% | $12,309+183.0% |