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 | $109,955 | $104,486+5.2% | $76,817+43.1% | $152,861-28.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 18.13% | 1013.37%-995.2pp | 1166.11%-1148.0pp | 345.32%-327.2pp |
| Employer contribution / active EE | $2,980 | $3,116-4.4% | $2,302+29.4% | $4,762-37.4% |
| Participant deferral / active EE | $20,375 | $4,236+381.0% | $3,336+510.8% | $5,850+248.3% |
| Admin fee / account holder | $1,159 | $12,275-90.6% | $6,420-81.9% | $11,596-90.0% |