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 7-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 | $94,154 | $70,756+33.1% | $65,493+43.8% | $142,382-33.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.33% | 1754.89%-1729.6pp | 982.45%-957.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $1,999 | $2,881-30.6% | $2,574-22.3% | $4,299-53.5% |
| Participant deferral / active EE | $12,743 | $4,637+174.8% | $3,961+221.7% | $6,507+95.8% |
| Admin fee / account holder | $725 | $6,559-89.0% | $5,028-85.6% | $12,624-94.3% |