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 4-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 | $56,157 | $46,553+20.6% | $64,056-12.3% | $75,163-25.3% |
| Participation rate | 96.3% | 65.9%+30.4pp | 72.3%+24.0pp | 67.2%+29.1pp |
| Annual return | 99.38% | 26.03%+73.3pp | 33.69%+65.7pp | 160.62%-61.2pp |
| Employer contribution / active EE | $4,070 | $1,974+106.2% | $2,747+48.2% | $2,670+52.5% |
| Participant deferral / active EE | $15,194 | $2,837+435.6% | $3,880+291.6% | $4,125+268.3% |
| Admin fee / account holder | $570 | $2,952-80.7% | $3,068-81.4% | $5,651-89.9% |