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 3-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 | $75,038 | $117,841-36.3% | $102,423-26.7% | $145,922-48.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 144.84% | 31.65%+113.2pp | 29.32%+115.5pp | 561.29%-416.4pp |
| Employer contribution / active EE | $19,641 | $3,615+443.4% | $3,023+549.6% | $4,660+321.5% |
| Participant deferral / active EE | $12,472 | $5,731+117.6% | $5,053+146.8% | $6,688+86.5% |
| Admin fee / account holder | $935 | $13,326-93.0% | $9,451-90.1% | $13,397-93.0% |