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 | $70,039 | $104,486-33.0% | $76,817-8.8% | $152,861-54.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 29.30% | 1013.37%-984.1pp | 1166.11%-1136.8pp | 345.32%-316.0pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,467 | $4,236-18.2% | $3,336+3.9% | $5,850-40.7% |
| Admin fee / account holder | $21,185 | $12,275+72.6% | $6,420+230.0% | $11,596+82.7% |