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 | $105,771 | $185,200-42.9% | $142,863-26.0% | $167,490-36.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 9.01% | 8555.70%-8546.7pp | 5637.54%-5628.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $4,210 | $5,604-24.9% | $4,144+1.6% | $4,837-13.0% |
| Participant deferral / active EE | $6,014 | $4,494+33.8% | $3,837+56.7% | $6,341-5.2% |
| Admin fee / account holder | $2,613 | $8,031-67.5% | $6,560-60.2% | $12,309-78.8% |