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 | $19,334 | $88,751-78.2% | $81,812-76.4% | $145,922-86.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.52% | 1025.40%-998.9pp | 773.79%-747.3pp | 561.29%-534.8pp |
| Employer contribution / active EE | $12,913 | $3,083+318.8% | $2,912+343.4% | $4,660+177.1% |
| Participant deferral / active EE | $20,518 | $4,643+341.9% | $4,319+375.1% | $6,688+206.8% |
| Admin fee / account holder | $783 | $8,415-90.7% | $7,386-89.4% | $13,397-94.2% |