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 5-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 | $58,477 | $80,812-27.6% | $160,784-63.6% | $82,448-29.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.0%+23.0pp | 68.1%+31.9pp |
| Annual return | 49.82% | 100.59%-50.8pp | 1803.92%-1754.1pp | 41.64%+8.2pp |
| Employer contribution / active EE | $3,121 | $2,174+43.6% | $3,733-16.4% | $2,551+22.3% |
| Participant deferral / active EE | $6,702 | $4,335+54.6% | $6,293+6.5% | $4,139+61.9% |
| Admin fee / account holder | $1,690 | $7,695-78.0% | $9,717-82.6% | $7,234-76.6% |