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 4-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 | $63,070 | $30,400+107.5% | $53,898+17.0% | $84,808-25.6% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 52.08% | 500.19%-448.1pp | 528.60%-476.5pp | 40.90%+11.2pp |
| Employer contribution / active EE | $6,251 | $603+937.1% | $932+570.6% | $2,631+137.6% |
| Participant deferral / active EE | $11,458 | $1,199+856.0% | $1,826+527.4% | $4,212+172.1% |
| Admin fee / account holder | $3,985 | $1,993+99.9% | $2,491+60.0% | $7,344-45.7% |