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 | $28,309 | $88,751-68.1% | $81,812-65.4% | $145,922-80.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 34.96% | 1025.40%-990.4pp | 773.79%-738.8pp | 561.29%-526.3pp |
| Employer contribution / active EE | $5,484 | $3,083+77.9% | $2,912+88.3% | $4,660+17.7% |
| Participant deferral / active EE | $5,774 | $4,643+24.3% | $4,319+33.7% | $6,688-13.7% |
| Admin fee / account holder | $375 | $8,415-95.5% | $7,386-94.9% | $13,397-97.2% |