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 | $88,924 | $48,795+82.2% | $65,493+35.8% | $84,808+4.9% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 131.70% | 20.20%+111.5pp | 982.45%-850.7pp | 40.90%+90.8pp |
| Employer contribution / active EE | $3,109 | $1,930+61.1% | $2,574+20.8% | $2,631+18.2% |
| Participant deferral / active EE | $8,210 | $2,928+180.4% | $3,961+107.3% | $4,212+94.9% |
| Admin fee / account holder | $79,718 | $3,877+1956.2% | $5,028+1485.4% | $7,344+985.5% |