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 | $65,763 | $72,400-9.2% | $67,502-2.6% | $145,922-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.81% | 7182.46%-7170.7pp | 3512.12%-3500.3pp | 561.29%-549.5pp |
| Employer contribution / active EE | $13,535 | $3,069+341.0% | $2,731+395.6% | $4,660+190.5% |
| Participant deferral / active EE | $17,406 | $4,783+263.9% | $4,000+335.2% | $6,688+160.3% |
| Admin fee / account holder | $14,793 | $5,539+167.1% | $3,998+270.1% | $13,397+10.4% |