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 | $132,853 | $96,305+38.0% | $80,569+64.9% | $139,434-4.7% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 41.05% | 1350.08%-1309.0pp | 935.43%-894.4pp | 372.94%-331.9pp |
| Employer contribution / active EE | $6,972 | $3,262+113.7% | $2,723+156.0% | $4,751+46.8% |
| Participant deferral / active EE | $20,825 | $5,232+298.0% | $4,447+368.2% | $6,710+210.3% |
| Admin fee / account holder | $10,881 | $6,599+64.9% | $5,377+102.4% | $11,403-4.6% |