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 | $143,254 | $100,852+42.0% | $90,404+58.5% | $158,922-9.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.57% | 1724.20%-1704.6pp | 1293.02%-1273.4pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,105 | $3,689-42.9% | $3,262-35.5% | $4,761-55.8% |
| Participant deferral / active EE | $26,000 | $4,348+498.0% | $3,963+556.0% | $5,982+334.6% |
| Admin fee / account holder | $1,019 | $6,501-84.3% | $5,611-81.8% | $11,246-90.9% |