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 | $106,455 | $76,738+38.7% | $56,411+88.7% | $145,922-27.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 18.38% | 2994.23%-2975.8pp | 1701.33%-1682.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $3,081 | $1,380+123.3% | $1,039+196.7% | $4,660-33.9% |
| Participant deferral / active EE | $31,932 | $2,623+1117.6% | $1,952+1536.0% | $6,688+377.5% |
| Admin fee / account holder | $6,086 | $3,334+82.6% | $2,829+115.1% | $13,397-54.6% |