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 | $99,878 | $70,606+41.5% | $53,898+85.3% | $142,382-29.9% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 19.44% | 619.81%-600.4pp | 528.60%-509.2pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,663 | $1,202+38.3% | $932+78.4% | $4,299-61.3% |
| Participant deferral / active EE | $13,413 | $2,364+467.4% | $1,826+634.4% | $6,507+106.1% |
| Admin fee / account holder | $5,595 | $2,852+96.2% | $2,491+124.6% | $12,624-55.7% |