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 | $97,336 | $99,020-1.7% | $86,590+12.4% | $147,584-34.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.14% | 1312.34%-1293.2pp | 964.84%-945.7pp | 578.55%-559.4pp |
| Employer contribution / active EE | $7,894 | $3,132+152.0% | $2,839+178.0% | $4,876+61.9% |
| Participant deferral / active EE | $3,567 | $3,972-10.2% | $3,609-1.2% | $5,439-34.4% |
| Admin fee / account holder | $1,657 | $5,710-71.0% | $4,906-66.2% | $10,885-84.8% |