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 | $58,493 | $171,865-66.0% | $149,718-60.9% | $147,584-60.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.14% | 2113.22%-2098.1pp | 1501.63%-1486.5pp | 578.55%-563.4pp |
| Employer contribution / active EE | $9,171 | $6,275+46.2% | $5,445+68.4% | $4,876+88.1% |
| Participant deferral / active EE | $5,485 | $7,271-24.6% | $6,569-16.5% | $5,439+0.8% |
| Admin fee / account holder | $20,345 | $13,799+47.4% | $11,283+80.3% | $10,885+86.9% |