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 | $88,048 | $57,281+53.7% | $86,612+1.7% | $75,163+17.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 16.92% | 2670.75%-2653.8pp | 591.07%-574.1pp | 160.62%-143.7pp |
| Employer contribution / active EE | $6,088 | $2,314+163.1% | $3,022+101.4% | $2,670+128.1% |
| Participant deferral / active EE | $6,076 | $3,318+83.1% | $4,438+36.9% | $4,125+47.3% |
| Admin fee / account holder | $1,200 | $4,112-70.8% | $5,614-78.6% | $5,651-78.8% |