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 | $73,026 | $70,756+3.2% | $65,493+11.5% | $142,382-48.7% |
| Participation rate | 85.7% | 77.4%+8.3pp | 73.1%+12.6pp | 80.1%+5.6pp |
| Annual return | 12.10% | 1754.89%-1742.8pp | 982.45%-970.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,095 | $2,881-27.3% | $2,574-18.6% | $4,299-51.3% |
| Participant deferral / active EE | $3,196 | $4,637-31.1% | $3,961-19.3% | $6,507-50.9% |
| Admin fee / account holder | $937 | $6,559-85.7% | $5,028-81.4% | $12,624-92.6% |