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 8-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 | $122,867 | $70,756+73.7% | $65,493+87.6% | $142,382-13.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 19.12% | 1754.89%-1735.8pp | 982.45%-963.3pp | 217.08%-198.0pp |
| Employer contribution / active EE | $3,133 | $2,881+8.7% | $2,574+21.7% | $4,299-27.1% |
| Participant deferral / active EE | $17,003 | $4,637+266.7% | $3,961+329.3% | $6,507+161.3% |
| Admin fee / account holder | $1,506 | $6,559-77.0% | $5,028-70.0% | $12,624-88.1% |