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 6-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 | $139,527 | $70,756+97.2% | $65,493+113.0% | $142,382-2.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.10% | 1754.89%-1736.8pp | 982.45%-964.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $4,425 | $2,881+53.6% | $2,574+71.9% | $4,299+2.9% |
| Participant deferral / active EE | $11,800 | $4,637+154.5% | $3,961+197.9% | $6,507+81.3% |
| Admin fee / account holder | $555 | $6,559-91.5% | $5,028-89.0% | $12,624-95.6% |