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 | $65,165 | $176,662-63.1% | $130,648-50.1% | $152,861-57.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 14.18% | 2692.24%-2678.1pp | 1708.96%-1694.8pp | 345.32%-331.1pp |
| Employer contribution / active EE | $9,959 | $5,742+73.4% | $4,092+143.4% | $4,762+109.1% |
| Participant deferral / active EE | $9,500 | $4,361+117.8% | $3,603+163.7% | $5,850+62.4% |
| Admin fee / account holder | $21,758 | $7,133+205.0% | $5,464+298.2% | $11,596+87.6% |