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 | $76,793 | $74,888+2.5% | $71,209+7.8% | $142,382-46.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 44.43% | 345.14%-300.7pp | 282.51%-238.1pp | 217.08%-172.7pp |
| Employer contribution / active EE | $11,003 | $2,854+285.5% | $2,721+304.4% | $4,299+155.9% |
| Participant deferral / active EE | $21,845 | $4,454+390.4% | $4,175+423.2% | $6,507+235.7% |
| Admin fee / account holder | $13,859 | $5,568+148.9% | $5,349+159.1% | $12,624+9.8% |