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 | $93,276 | $175,202-46.8% | $149,673-37.7% | $139,434-33.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 50.91% | 166.71%-115.8pp | 134.42%-83.5pp | 372.94%-322.0pp |
| Employer contribution / active EE | $40,500 | $5,474+639.8% | $4,818+740.7% | $4,751+752.5% |
| Participant deferral / active EE | $22,500 | $6,519+245.2% | $5,680+296.1% | $6,710+235.3% |
| Admin fee / account holder | $510 | $16,150-96.8% | $13,210-96.1% | $11,403-95.5% |