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 | $116,692 | $96,305+21.2% | $80,569+44.8% | $139,434-16.3% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 20.37% | 1350.08%-1329.7pp | 935.43%-915.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,212 | $5,232+76.1% | $4,447+107.1% | $6,710+37.3% |
| Admin fee / account holder | $2,715 | $6,599-58.9% | $5,377-49.5% | $11,403-76.2% |