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 6-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 | $107,367 | $70,756+51.7% | $65,493+63.9% | $142,382-24.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.31% | 1754.89%-1734.6pp | 982.45%-962.1pp | 217.08%-196.8pp |
| Employer contribution / active EE | $16,374 | $2,881+468.4% | $2,574+536.1% | $4,299+280.9% |
| Participant deferral / active EE | $2,312 | $4,637-50.2% | $3,961-41.6% | $6,507-64.5% |
| Admin fee / account holder | $462 | $6,559-93.0% | $5,028-90.8% | $12,624-96.3% |