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 | $48,722 | $81,625-40.3% | $58,482-16.7% | $139,434-65.1% |
| Participation rate | 89.5% | 61.3%+28.1pp | 50.9%+38.6pp | 80.3%+9.2pp |
| Annual return | 14.90% | 7404.20%-7389.3pp | 4239.32%-4224.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,948 | $2,557+54.4% | $1,924+105.2% | $6,710-41.2% |
| Admin fee / account holder | $1,600 | $3,265-51.0% | $2,516-36.4% | $11,403-86.0% |