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 5-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 | $81,347 | $70,756+15.0% | $65,493+24.2% | $142,382-42.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.92% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $22,387 | $2,881+677.2% | $2,574+769.7% | $4,299+420.7% |
| Participant deferral / active EE | $13,632 | $4,637+194.0% | $3,961+244.1% | $6,507+109.5% |
| Admin fee / account holder | $21,071 | $6,559+221.2% | $5,028+319.0% | $12,624+66.9% |