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 | $67,171 | $48,230+39.3% | $67,502-0.5% | $80,856-16.9% |
| Participation rate | 92.3% | 66.4%+25.9pp | 72.9%+19.4pp | 67.6%+24.7pp |
| Annual return | 53.34% | 18.28%+35.1pp | 3512.12%-3458.8pp | 35.59%+17.7pp |
| Employer contribution / active EE | $4,706 | $2,020+133.0% | $2,731+72.3% | $2,755+70.8% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $27,319 | $3,681+642.1% | $3,998+583.4% | $6,918+294.9% |