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 | $75,438 | $49,173+53.4% | $121,098-37.7% | $75,163+0.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 22.47% | 55.99%-33.5pp | 985.75%-963.3pp | 160.62%-138.2pp |
| Employer contribution / active EE | $3,706 | $1,546+139.8% | $4,164-11.0% | $2,670+38.8% |
| Participant deferral / active EE | $6,263 | $2,628+138.3% | $4,080+53.5% | $4,125+51.8% |
| Admin fee / account holder | $533 | $3,942-86.5% | $5,644-90.6% | $5,651-90.6% |