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 | $128,784 | $88,751+45.1% | $81,812+57.4% | $145,922-11.7% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 24.15% | 1025.40%-1001.2pp | 773.79%-749.6pp | 561.29%-537.1pp |
| Employer contribution / active EE | $1,713 | $3,083-44.4% | $2,912-41.2% | $4,660-63.2% |
| Participant deferral / active EE | $6,065 | $4,643+30.6% | $4,319+40.4% | $6,688-9.3% |
| Admin fee / account holder | $34,022 | $8,415+304.3% | $7,386+360.6% | $13,397+154.0% |