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 | $73,672 | $57,281+28.6% | $86,612-14.9% | $75,163-2.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 22.22% | 2670.75%-2648.5pp | 591.07%-568.8pp | 160.62%-138.4pp |
| Employer contribution / active EE | $7,705 | $2,314+232.9% | $3,022+154.9% | $2,670+188.6% |
| Participant deferral / active EE | $4,513 | $3,318+36.0% | $4,438+1.7% | $4,125+9.4% |
| Admin fee / account holder | $1,387 | $4,112-66.3% | $5,614-75.3% | $5,651-75.5% |