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 5-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 | $79,694 | $96,305-17.2% | $80,569-1.1% | $139,434-42.8% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 19.47% | 1350.08%-1330.6pp | 935.43%-916.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,297 | $3,262+62.4% | $2,723+94.5% | $4,751+11.5% |
| Participant deferral / active EE | $29,030 | $5,232+454.9% | $4,447+552.7% | $6,710+332.6% |
| Admin fee / account holder | $840 | $6,599-87.3% | $5,377-84.4% | $11,403-92.6% |