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 | $67,086 | $60,124+11.6% | $90,404-25.8% | $79,858-16.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.89% | 71.94%-58.1pp | 1293.02%-1279.1pp | 31.71%-17.8pp |
| Employer contribution / active EE | $11,770 | $2,068+469.2% | $3,262+260.8% | $2,471+376.4% |
| Participant deferral / active EE | $4,405 | $2,938+49.9% | $3,963+11.2% | $3,740+17.8% |
| Admin fee / account holder | $7,350 | $3,976+84.8% | $5,611+31.0% | $5,306+38.5% |