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 | $96,433 | $58,208+65.7% | $81,812+17.9% | $80,856+19.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 17.62% | 41.66%-24.0pp | 773.79%-756.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $10,215 | $2,340+336.5% | $2,912+250.7% | $2,755+270.8% |
| Participant deferral / active EE | $12,303 | $3,281+275.0% | $4,319+184.9% | $4,296+186.4% |
| Admin fee / account holder | $3,107 | $4,981-37.6% | $7,386-57.9% | $6,918-55.1% |