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 | $105,674 | $96,305+9.7% | $80,569+31.2% | $139,434-24.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 18.45% | 1350.08%-1331.6pp | 935.43%-917.0pp | 372.94%-354.5pp |
| Employer contribution / active EE | $16,827 | $3,262+415.8% | $2,723+517.8% | $4,751+254.2% |
| Participant deferral / active EE | $15,486 | $5,232+196.0% | $4,447+248.2% | $6,710+130.8% |
| Admin fee / account holder | $11,681 | $6,599+77.0% | $5,377+117.2% | $11,403+2.4% |