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 | $80,205 | $96,635-17.0% | $86,612-7.4% | $139,434-42.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 55.69% | 106.41%-50.7pp | 591.07%-535.4pp | 372.94%-317.3pp |
| Employer contribution / active EE | $2,384 | $3,263-26.9% | $3,022-21.1% | $4,751-49.8% |
| Participant deferral / active EE | $9,570 | $4,836+97.9% | $4,438+115.6% | $6,710+42.6% |
| Admin fee / account holder | $15,436 | $6,408+140.9% | $5,614+174.9% | $11,403+35.4% |