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 | $81,428 | $102,317-20.4% | $146,958-44.6% | $80,856+0.7% |
| Participation rate | 94.4% | 75.8%+18.6pp | 82.2%+12.3pp | 67.6%+26.8pp |
| Annual return | 23.95% | 134.76%-110.8pp | 418.34%-394.4pp | 35.59%-11.6pp |
| Employer contribution / active EE | $9,178 | $3,713+147.2% | $4,933+86.1% | $2,755+233.2% |
| Participant deferral / active EE | $18,040 | $6,644+171.5% | $8,070+123.5% | $4,296+319.9% |
| Admin fee / account holder | $9,770 | $7,941+23.0% | $12,998-24.8% | $6,918+41.2% |