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 | $102,483 | $81,625+25.6% | $58,482+75.2% | $139,434-26.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 25.46% | 7404.20%-7378.7pp | 4239.32%-4213.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $4,542 | $1,398+224.8% | $1,053+331.2% | $4,751-4.4% |
| Participant deferral / active EE | $2,711 | $2,557+6.0% | $1,924+40.9% | $6,710-59.6% |
| Admin fee / account holder | $589 | $3,265-82.0% | $2,516-76.6% | $11,403-94.8% |