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 | $75,421 | $81,625-7.6% | $58,482+29.0% | $139,434-45.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 17.20% | 7404.20%-7387.0pp | 4239.32%-4222.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $3,099 | $1,398+121.6% | $1,053+194.2% | $4,751-34.8% |
| Participant deferral / active EE | $4,912 | $2,557+92.1% | $1,924+155.3% | $6,710-26.8% |
| Admin fee / account holder | $1,050 | $3,265-67.8% | $2,516-58.3% | $11,403-90.8% |