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 4-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 | $158,483 | $88,751+78.6% | $81,812+93.7% | $145,922+8.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 19.54% | 1025.40%-1005.9pp | 773.79%-754.2pp | 561.29%-541.7pp |
| Employer contribution / active EE | $3,250 | $3,083+5.4% | $2,912+11.6% | $4,660-30.3% |
| Participant deferral / active EE | $879 | $4,643-81.1% | $4,319-79.6% | $6,688-86.9% |
| Admin fee / account holder | $326 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |