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 | $86,522 | $60,124+43.9% | $90,404-4.3% | $79,858+8.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 18.53% | 71.94%-53.4pp | 1293.02%-1274.5pp | 31.71%-13.2pp |
| Employer contribution / active EE | $7,578 | $2,068+266.5% | $3,262+132.3% | $2,471+206.7% |
| Participant deferral / active EE | $4,069 | $2,938+38.5% | $3,963+2.7% | $3,740+8.8% |
| Admin fee / account holder | $2,196 | $3,976-44.8% | $5,611-60.9% | $5,306-58.6% |