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 | $111,879 | $100,852+10.9% | $90,404+23.8% | $158,922-29.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.82% | 1724.20%-1711.4pp | 1293.02%-1280.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $2,800 | $3,689-24.1% | $3,262-14.2% | $4,761-41.2% |
| Participant deferral / active EE | $9,250 | $4,348+112.7% | $3,963+133.4% | $5,982+54.6% |
| Admin fee / account holder | $28,091 | $6,501+332.1% | $5,611+400.7% | $11,246+149.8% |