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 | $78,731 | $99,020-20.5% | $86,590-9.1% | $147,584-46.7% |
| Participation rate | 78.9% | 76.3%+2.6pp | 73.5%+5.4pp | 82.8%-3.9pp |
| Annual return | 28.53% | 1312.34%-1283.8pp | 964.84%-936.3pp | 578.55%-550.0pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,495 | $3,972-37.2% | $3,609-30.9% | $5,439-54.1% |
| Admin fee / account holder | $1,113 | $5,710-80.5% | $4,906-77.3% | $10,885-89.8% |