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 | $39,361 | $49,922-21.2% | $80,569-51.1% | $75,163-47.6% |
| Participation rate | 90.0% | 55.3%+34.7pp | 67.0%+23.0pp | 67.2%+22.8pp |
| Annual return | 36.91% | 34.69%+2.2pp | 935.43%-898.5pp | 160.62%-123.7pp |
| Employer contribution / active EE | $4,790 | $1,698+182.1% | $2,723+75.9% | $2,670+79.4% |
| Participant deferral / active EE | $10,658 | $2,990+256.4% | $4,447+139.6% | $4,125+158.4% |
| Admin fee / account holder | $373 | $3,577-89.6% | $5,377-93.1% | $5,651-93.4% |