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 3-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 | $55,965 | $81,625-31.4% | $58,482-4.3% | $139,434-59.9% |
| Participation rate | 90.0% | 61.3%+28.7pp | 50.9%+39.1pp | 80.3%+9.7pp |
| Annual return | 76.18% | 7404.20%-7328.0pp | 4239.32%-4163.1pp | 372.94%-296.8pp |
| Employer contribution / active EE | $5,516 | $1,398+294.5% | $1,053+423.7% | $4,751+16.1% |
| Participant deferral / active EE | $8,547 | $2,557+234.3% | $1,924+344.3% | $6,710+27.4% |
| Admin fee / account holder | $2,189 | $3,265-33.0% | $2,516-13.0% | $11,403-80.8% |