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 | $239,348 | $99,640+140.2% | $86,436+176.9% | $134,475+78.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.43% | 6782.58%-6781.1pp | 4394.89%-4393.5pp | 417.96%-416.5pp |
| Employer contribution / active EE | $8,400 | $4,400+90.9% | $3,769+122.9% | $4,740+77.2% |
| Participant deferral / active EE | $22,500 | $7,246+210.5% | $6,952+223.7% | $6,400+251.6% |
| Admin fee / account holder | $9,167 | $8,371+9.5% | $6,731+36.2% | $11,426-19.8% |