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 | $35,460 | $96,635-63.3% | $86,612-59.1% | $139,434-74.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 27.83% | 106.41%-78.6pp | 591.07%-563.2pp | 372.94%-345.1pp |
| Employer contribution / active EE | $6,904 | $3,263+111.6% | $3,022+128.4% | $4,751+45.3% |
| Participant deferral / active EE | $9,355 | $4,836+93.5% | $4,438+110.8% | $6,710+39.4% |
| Admin fee / account holder | $1,076 | $6,408-83.2% | $5,614-80.8% | $11,403-90.6% |