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 | $74,481 | $70,606+5.5% | $53,898+38.2% | $142,382-47.7% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 33.98% | 619.81%-585.8pp | 528.60%-494.6pp | 217.08%-183.1pp |
| Employer contribution / active EE | $2,880 | $1,202+139.6% | $932+209.0% | $4,299-33.0% |
| Participant deferral / active EE | $4,201 | $2,364+77.7% | $1,826+130.0% | $6,507-35.4% |
| Admin fee / account holder | $329 | $2,852-88.5% | $2,491-86.8% | $12,624-97.4% |