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 | $84,229 | $70,756+19.0% | $65,493+28.6% | $142,382-40.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 14.22% | 1754.89%-1740.7pp | 982.45%-968.2pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,945 | $2,881+210.5% | $2,574+247.5% | $4,299+108.1% |
| Participant deferral / active EE | $6,868 | $4,637+48.1% | $3,961+73.4% | $6,507+5.5% |
| Admin fee / account holder | $3,064 | $6,559-53.3% | $5,028-39.1% | $12,624-75.7% |