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 | $82,918 | $70,756+17.2% | $65,493+26.6% | $142,382-41.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 12.21% | 1754.89%-1742.7pp | 982.45%-970.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,582 | $2,881+24.3% | $2,574+39.1% | $4,299-16.7% |
| Participant deferral / active EE | $6,515 | $4,637+40.5% | $3,961+64.5% | $6,507+0.1% |
| Admin fee / account holder | $7,179 | $6,559+9.5% | $5,028+42.8% | $12,624-43.1% |