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 | $81,059 | $76,738+5.6% | $56,411+43.7% | $145,922-44.5% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 11.85% | 2994.23%-2982.4pp | 1701.33%-1689.5pp | 561.29%-549.4pp |
| Employer contribution / active EE | $5,283 | $1,380+282.9% | $1,039+408.7% | $4,660+13.4% |
| Participant deferral / active EE | $8,941 | $2,623+240.9% | $1,952+358.1% | $6,688+33.7% |
| Admin fee / account holder | $2,041 | $3,334-38.8% | $2,829-27.8% | $13,397-84.8% |