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 | $142,168 | $156,846-9.4% | $121,098+17.4% | $139,434+2.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 32.54% | 1474.56%-1442.0pp | 985.75%-953.2pp | 372.94%-340.4pp |
| Employer contribution / active EE | $40,216 | $5,536+626.4% | $4,164+865.9% | $4,751+746.5% |
| Participant deferral / active EE | $19,716 | $4,844+307.0% | $4,080+383.3% | $6,710+193.8% |
| Admin fee / account holder | $372 | $6,946-94.6% | $5,644-93.4% | $11,403-96.7% |