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 | $62,845 | $88,751-29.2% | $81,812-23.2% | $145,922-56.9% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 27.71% | 1025.40%-997.7pp | 773.79%-746.1pp | 561.29%-533.6pp |
| Employer contribution / active EE | $2,322 | $3,083-24.7% | $2,912-20.3% | $4,660-50.2% |
| Participant deferral / active EE | $10,293 | $4,643+121.7% | $4,319+138.3% | $6,688+53.9% |
| Admin fee / account holder | $847 | $8,415-89.9% | $7,386-88.5% | $13,397-93.7% |