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 | $84,461 | $76,738+10.1% | $56,411+49.7% | $145,922-42.1% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 16.72% | 2994.23%-2977.5pp | 1701.33%-1684.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,103 | $1,380+124.9% | $1,039+198.7% | $4,660-33.4% |
| Participant deferral / active EE | $6,214 | $2,623+136.9% | $1,952+218.3% | $6,688-7.1% |
| Admin fee / account holder | $2,977 | $3,334-10.7% | $2,829+5.2% | $13,397-77.8% |