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 | $101,257 | $70,756+43.1% | $65,493+54.6% | $142,382-28.9% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 84.79% | 1754.89%-1670.1pp | 982.45%-897.7pp | 217.08%-132.3pp |
| Employer contribution / active EE | $5,999 | $2,881+108.2% | $2,574+133.0% | $4,299+39.5% |
| Participant deferral / active EE | $11,086 | $4,637+139.1% | $3,961+179.9% | $6,507+70.4% |
| Admin fee / account holder | $4,786 | $6,559-27.0% | $5,028-4.8% | $12,624-62.1% |