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 | $107,378 | $70,756+51.8% | $65,493+64.0% | $142,382-24.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 11.64% | 1754.89%-1743.3pp | 982.45%-970.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,910 | $2,881+1.0% | $2,574+13.0% | $4,299-32.3% |
| Participant deferral / active EE | $7,914 | $4,637+70.7% | $3,961+99.8% | $6,507+21.6% |
| Admin fee / account holder | $1,782 | $6,559-72.8% | $5,028-64.6% | $12,624-85.9% |