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 | $99,446 | $74,888+32.8% | $71,209+39.7% | $142,382-30.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 46.48% | 345.14%-298.7pp | 282.51%-236.0pp | 217.08%-170.6pp |
| Employer contribution / active EE | $3,235 | $2,854+13.3% | $2,721+18.9% | $4,299-24.8% |
| Participant deferral / active EE | $12,572 | $4,454+182.2% | $4,175+201.1% | $6,507+93.2% |
| Admin fee / account holder | $22,358 | $5,568+301.5% | $5,349+318.0% | $12,624+77.1% |