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 | $105,445 | $117,841-10.5% | $102,423+3.0% | $145,922-27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 251.86% | 31.65%+220.2pp | 29.32%+222.5pp | 561.29%-309.4pp |
| Employer contribution / active EE | $13,828 | $3,615+282.5% | $3,023+357.4% | $4,660+196.8% |
| Participant deferral / active EE | $20,554 | $5,731+258.7% | $5,053+306.8% | $6,688+207.3% |
| Admin fee / account holder | $148,313 | $13,326+1013.0% | $9,451+1469.3% | $13,397+1007.1% |