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 5-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 | $120,397 | $81,625+47.5% | $58,482+105.9% | $139,434-13.7% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.91% | 7404.20%-7384.3pp | 4239.32%-4219.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,392 | $1,398-0.4% | $1,053+32.2% | $4,751-70.7% |
| Participant deferral / active EE | $7,118 | $2,557+178.4% | $1,924+270.0% | $6,710+6.1% |
| Admin fee / account holder | $677 | $3,265-79.3% | $2,516-73.1% | $11,403-94.1% |