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 | $138,742 | $81,625+70.0% | $58,482+137.2% | $139,434-0.5% |
| Participation rate | 75.0% | 61.3%+13.7pp | 50.9%+24.1pp | 80.3%-5.3pp |
| Annual return | 15.85% | 7404.20%-7388.3pp | 4239.32%-4223.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,293 | $1,398+64.0% | $1,053+117.7% | $4,751-51.7% |
| Participant deferral / active EE | $5,678 | $2,557+122.1% | $1,924+195.1% | $6,710-15.4% |
| Admin fee / account holder | $527 | $3,265-83.9% | $2,516-79.1% | $11,403-95.4% |