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 9-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 | $52,360 | $96,635-45.8% | $86,612-39.5% | $139,434-62.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 26.84% | 106.41%-79.6pp | 591.07%-564.2pp | 372.94%-346.1pp |
| Employer contribution / active EE | $7,536 | $3,263+130.9% | $3,022+149.3% | $4,751+58.6% |
| Participant deferral / active EE | $7,724 | $4,836+59.7% | $4,438+74.1% | $6,710+15.1% |
| Admin fee / account holder | $853 | $6,408-86.7% | $5,614-84.8% | $11,403-92.5% |