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 9-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 | $154,983 | $96,635+60.4% | $86,612+78.9% | $139,434+11.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 47.14% | 106.41%-59.3pp | 591.07%-543.9pp | 372.94%-325.8pp |
| Employer contribution / active EE | $13,577 | $3,263+316.1% | $3,022+349.2% | $4,751+185.8% |
| Participant deferral / active EE | $6,137 | $4,836+26.9% | $4,438+38.3% | $6,710-8.5% |
| Admin fee / account holder | $4,607 | $6,408-28.1% | $5,614-17.9% | $11,403-59.6% |