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 | $93,030 | $108,642-14.4% | $74,701+24.5% | $152,861-39.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 16.43% | 114.06%-97.6pp | 752.92%-736.5pp | 345.32%-328.9pp |
| Employer contribution / active EE | $4,081 | $1,503+171.5% | $1,084+276.6% | $4,762-14.3% |
| Participant deferral / active EE | $19,025 | $2,712+601.4% | $1,964+868.9% | $5,850+225.2% |
| Admin fee / account holder | $606 | $4,902-87.6% | $3,333-81.8% | $11,596-94.8% |