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 | $76,585 | $159,901-52.1% | $146,958-47.9% | $145,922-47.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 69.06% | 98.13%-29.1pp | 418.34%-349.3pp | 561.29%-492.2pp |
| Employer contribution / active EE | $9,417 | $5,286+78.1% | $4,933+90.9% | $4,660+102.1% |
| Participant deferral / active EE | $16,659 | $8,428+97.7% | $8,070+106.4% | $6,688+149.1% |
| Admin fee / account holder | $10,010 | $15,044-33.5% | $12,998-23.0% | $13,397-25.3% |