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 3-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 | $118,909 | $70,606+68.4% | $53,898+120.6% | $142,382-16.5% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 20.43% | 619.81%-599.4pp | 528.60%-508.2pp | 217.08%-196.6pp |
| Employer contribution / active EE | $8,326 | $1,202+592.6% | $932+793.2% | $4,299+93.7% |
| Participant deferral / active EE | $13,928 | $2,364+489.2% | $1,826+662.6% | $6,507+114.0% |
| Admin fee / account holder | $588 | $2,852-79.4% | $2,491-76.4% | $12,624-95.3% |