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 | $123,163 | $104,907+17.4% | $84,611+45.6% | $152,861-19.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 29.89% | 373.79%-343.9pp | 258.74%-228.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $11,155 | $3,302+237.9% | $2,652+320.6% | $4,762+134.2% |
| Participant deferral / active EE | $4,467 | $4,688-4.7% | $3,899+14.6% | $5,850-23.6% |
| Admin fee / account holder | $610 | $6,241-90.2% | $4,912-87.6% | $11,596-94.7% |