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 | $103,768 | $99,020+4.8% | $86,590+19.8% | $147,584-29.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.42% | 1312.34%-1291.9pp | 964.84%-944.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $6,467 | $3,132+106.5% | $2,839+127.8% | $4,876+32.6% |
| Participant deferral / active EE | $10,728 | $3,972+170.1% | $3,609+197.3% | $5,439+97.3% |
| Admin fee / account holder | $1,444 | $5,710-74.7% | $4,906-70.6% | $10,885-86.7% |