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 | $84,446 | $104,486-19.2% | $76,817+9.9% | $152,861-44.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.4%+17.6pp |
| Annual return | 23.32% | 1013.37%-990.1pp | 1166.11%-1142.8pp | 345.32%-322.0pp |
| Employer contribution / active EE | $22,707 | $3,116+628.8% | $2,302+886.4% | $4,762+376.8% |
| Participant deferral / active EE | $16,036 | $4,236+278.6% | $3,336+380.7% | $5,850+174.1% |
| Admin fee / account holder | $518 | $12,275-95.8% | $6,420-91.9% | $11,596-95.5% |