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 | $38,965 | $106,890-63.5% | $84,015-53.6% | $152,861-74.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 56.60% | 104.99%-48.4pp | 71.31%-14.7pp | 345.32%-288.7pp |
| Employer contribution / active EE | $14,765 | $2,734+440.0% | $1,983+644.4% | $4,762+210.0% |
| Participant deferral / active EE | $8,446 | $4,011+110.6% | $3,239+160.8% | $5,850+44.4% |
| Admin fee / account holder | $13,559 | $8,285+63.7% | $6,101+122.3% | $11,596+16.9% |