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 | $117,596 | $96,305+22.1% | $80,569+46.0% | $139,434-15.7% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 12.49% | 1350.08%-1337.6pp | 935.43%-922.9pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,104 | $3,262-35.5% | $2,723-22.8% | $4,751-55.7% |
| Participant deferral / active EE | $10,059 | $5,232+92.3% | $4,447+126.2% | $6,710+49.9% |
| Admin fee / account holder | $23,740 | $6,599+259.8% | $5,377+341.5% | $11,403+108.2% |