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 8-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 | $121,653 | $76,738+58.5% | $56,411+115.7% | $145,922-16.6% |
| Participation rate | 90.0% | 63.2%+26.8pp | 52.5%+37.5pp | 80.3%+9.7pp |
| Annual return | 16.72% | 2994.23%-2977.5pp | 1701.33%-1684.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $9,793 | $1,380+609.7% | $1,039+842.8% | $4,660+110.2% |
| Participant deferral / active EE | $9,114 | $2,623+247.5% | $1,952+367.0% | $6,688+36.3% |
| Admin fee / account holder | $9,190 | $3,334+175.7% | $2,829+224.9% | $13,397-31.4% |