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 | $20,339 | $105,998-80.8% | $92,233-77.9% | $147,584-86.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 3456.00% | 50.05%+3406.0pp | 176.28%+3279.7pp | 578.55%+2877.5pp |
| Employer contribution / active EE | $18,125 | $4,333+318.3% | $3,679+392.6% | $4,876+271.7% |
| Participant deferral / active EE | $1,325 | $4,478-70.4% | $3,897-66.0% | $5,439-75.6% |
| Admin fee / account holder | $600 | $6,332-90.5% | $5,194-88.4% | $10,885-94.5% |