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 | $72,071-48.8% | $68,368-46.0% | $137,256-73.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 131.94% | 353.14%-221.2pp | 292.57%-160.6pp | 220.34%-88.4pp |
| Employer contribution / active EE | $15,479 | $2,788+455.2% | $2,649+484.4% | $4,156+272.4% |
| Participant deferral / active EE | $22,959 | $4,410+420.6% | $4,123+456.9% | $6,407+258.4% |
| Admin fee / account holder | $7,048 | $5,336+32.1% | $5,150+36.9% | $12,270-42.6% |