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 | $83,042 | $104,486-20.5% | $76,817+8.1% | $152,861-45.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 20.23% | 1013.37%-993.1pp | 1166.11%-1145.9pp | 345.32%-325.1pp |
| Employer contribution / active EE | $5,419 | $3,116+73.9% | $2,302+135.4% | $4,762+13.8% |
| Participant deferral / active EE | $5,614 | $4,236+32.5% | $3,336+68.3% | $5,850-4.0% |
| Admin fee / account holder | $1,065 | $12,275-91.3% | $6,420-83.4% | $11,596-90.8% |