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 | $133,288 | $70,756+88.4% | $65,493+103.5% | $142,382-6.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 20.12% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $6,644 | $2,881+130.7% | $2,574+158.1% | $4,299+54.5% |
| Participant deferral / active EE | $15,997 | $4,637+245.0% | $3,961+303.9% | $6,507+145.8% |
| Admin fee / account holder | $11,605 | $6,559+76.9% | $5,028+130.8% | $12,624-8.1% |