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 | $173,629 | $104,486+66.2% | $76,817+126.0% | $152,861+13.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 17.69% | 1013.37%-995.7pp | 1166.11%-1148.4pp | 345.32%-327.6pp |
| Employer contribution / active EE | $3,617 | $3,116+16.1% | $2,302+57.1% | $4,762-24.0% |
| Participant deferral / active EE | $9,491 | $4,236+124.1% | $3,336+184.5% | $5,850+62.2% |
| Admin fee / account holder | $3,209 | $12,275-73.9% | $6,420-50.0% | $11,596-72.3% |