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 | $117,027 | $70,756+65.4% | $65,493+78.7% | $142,382-17.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.94% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $8,440 | $2,881+193.0% | $2,574+227.9% | $4,299+96.3% |
| Participant deferral / active EE | $18,333 | $4,637+295.3% | $3,961+362.8% | $6,507+181.7% |
| Admin fee / account holder | $2,454 | $6,559-62.6% | $5,028-51.2% | $12,624-80.6% |