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 | $109,488 | $82,630+32.5% | $64,105+70.8% | $125,391-12.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | 1.22% | 1489.72%-1488.5pp | 791.24%-790.0pp | 282.22%-281.0pp |
| Employer contribution / active EE | $5,000 | $2,671+87.2% | $1,820+174.7% | $4,866+2.8% |
| Participant deferral / active EE | $4,196 | $3,608+16.3% | $2,822+48.7% | $5,352-21.6% |
| Admin fee / account holder | $7,387 | $6,382+15.7% | $4,499+64.2% | $9,540-22.6% |