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 7-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 | $73,910 | $81,625-9.5% | $58,482+26.4% | $139,434-47.0% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 25.01% | 7404.20%-7379.2pp | 4239.32%-4214.3pp | 372.94%-347.9pp |
| Employer contribution / active EE | $10,227 | $1,398+631.4% | $1,053+870.9% | $4,751+115.3% |
| Participant deferral / active EE | $7,606 | $2,557+197.5% | $1,924+295.3% | $6,710+13.3% |
| Admin fee / account holder | $305 | $3,265-90.7% | $2,516-87.9% | $11,403-97.3% |