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 | $160,771 | $88,751+81.1% | $81,812+96.5% | $145,922+10.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.04% | 1025.40%-1003.4pp | 773.79%-751.8pp | 561.29%-539.2pp |
| Employer contribution / active EE | $1,160 | $3,083-62.4% | $2,912-60.2% | $4,660-75.1% |
| Participant deferral / active EE | $2,564 | $4,643-44.8% | $4,319-40.6% | $6,688-61.7% |
| Admin fee / account holder | $12,040 | $8,415+43.1% | $7,386+63.0% | $13,397-10.1% |