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 | $47,675 | $83,902-43.2% | $167,512-71.5% | $84,808-43.8% |
| Participation rate | 95.8% | 66.5%+29.3pp | 77.1%+18.7pp | 68.3%+27.5pp |
| Annual return | 30.76% | 91.55%-60.8pp | 1615.79%-1585.0pp | 40.90%-10.1pp |
| Employer contribution / active EE | $8,245 | $2,264+264.2% | $3,882+112.4% | $2,631+213.4% |
| Participant deferral / active EE | $9,445 | $4,442+112.6% | $6,405+47.5% | $4,212+124.3% |
| Admin fee / account holder | $2,162 | $7,915-72.7% | $9,769-77.9% | $7,344-70.6% |