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 | $65,860 | $72,400-9.0% | $67,502-2.4% | $145,922-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 122.33% | 7182.46%-7060.1pp | 3512.12%-3389.8pp | 561.29%-439.0pp |
| Employer contribution / active EE | $4,240 | $3,069+38.1% | $2,731+55.3% | $4,660-9.0% |
| Participant deferral / active EE | $5,961 | $4,783+24.6% | $4,000+49.0% | $6,688-10.9% |
| Admin fee / account holder | $6,426 | $5,539+16.0% | $3,998+60.8% | $13,397-52.0% |