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 3-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 | $36,903 | $74,888-50.7% | $71,209-48.2% | $142,382-74.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 131.94% | 345.14%-213.2pp | 282.51%-150.6pp | 217.08%-85.1pp |
| Employer contribution / active EE | $15,479 | $2,854+442.3% | $2,721+468.9% | $4,299+260.1% |
| Participant deferral / active EE | $22,959 | $4,454+415.4% | $4,175+449.9% | $6,507+252.8% |
| Admin fee / account holder | $7,048 | $5,568+26.6% | $5,349+31.8% | $12,624-44.2% |