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 | $113,288 | $70,756+60.1% | $65,493+73.0% | $142,382-20.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.89% | 1754.89%-1736.0pp | 982.45%-963.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,577 | $2,881+93.6% | $2,574+116.6% | $4,299+29.7% |
| Participant deferral / active EE | $12,371 | $4,637+166.8% | $3,961+212.3% | $6,507+90.1% |
| Admin fee / account holder | $828 | $6,559-87.4% | $5,028-83.5% | $12,624-93.4% |