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 | $67,922 | $76,738-11.5% | $56,411+20.4% | $145,922-53.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 12.89% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,385 | $1,380+72.9% | $1,039+129.7% | $4,660-48.8% |
| Participant deferral / active EE | $11,045 | $2,623+321.2% | $1,952+465.9% | $6,688+65.2% |
| Admin fee / account holder | $19,022 | $3,334+470.6% | $2,829+572.4% | $13,397+42.0% |