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 | $58,439 | $96,305-39.3% | $80,569-27.5% | $139,434-58.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.93% | 1350.08%-1325.2pp | 935.43%-910.5pp | 372.94%-348.0pp |
| Employer contribution / active EE | $6,464 | $3,262+98.1% | $2,723+137.3% | $4,751+36.1% |
| Participant deferral / active EE | $11,324 | $5,232+116.4% | $4,447+154.6% | $6,710+68.8% |
| Admin fee / account holder | $457 | $6,599-93.1% | $5,377-91.5% | $11,403-96.0% |