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 | $141,052 | $104,486+35.0% | $76,817+83.6% | $152,861-7.7% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 22.46% | 1013.37%-990.9pp | 1166.11%-1143.6pp | 345.32%-322.9pp |
| Employer contribution / active EE | $3,212 | $3,116+3.1% | $2,302+39.5% | $4,762-32.6% |
| Participant deferral / active EE | $10,738 | $4,236+153.5% | $3,336+221.9% | $5,850+83.5% |
| Admin fee / account holder | $943 | $12,275-92.3% | $6,420-85.3% | $11,596-91.9% |