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 | $126,270 | $102,382+23.3% | $147,005-14.1% | $80,874+56.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.22% | 134.89%-117.7pp | 418.76%-401.5pp | 35.62%-18.4pp |
| Employer contribution / active EE | $32,342 | $3,715+770.6% | $4,934+555.5% | $2,756+1073.7% |
| Participant deferral / active EE | $46,562 | $6,646+600.6% | $8,070+477.0% | $4,297+983.6% |
| Admin fee / account holder | $30,843 | $7,942+288.3% | $13,006+137.1% | $6,935+344.7% |