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 | $99,640 | $58,694+69.8% | $142,863-30.3% | $85,850+16.1% |
| Participation rate | 70.1% | 58.5%+11.7pp | 71.9%-1.8pp | 69.3%+0.8pp |
| Annual return | 52.06% | 27.72%+24.3pp | 5637.54%-5585.5pp | 318.53%-266.5pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,717 | $2,607+4.2% | $3,837-29.2% | $3,952-31.3% |
| Admin fee / account holder | $2,484 | $4,239-41.4% | $6,560-62.1% | $6,260-60.3% |