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 | $137,958 | $68,097+102.6% | $62,929+119.2% | $137,256+0.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 27.73% | 1859.11%-1831.4pp | 1063.93%-1036.2pp | 220.34%-192.6pp |
| Employer contribution / active EE | $18,533 | $2,811+559.3% | $2,505+640.0% | $4,156+345.9% |
| Participant deferral / active EE | $16,810 | $4,553+269.2% | $3,888+332.3% | $6,407+162.4% |
| Admin fee / account holder | $2,500 | $6,521-61.7% | $5,065-50.6% | $12,270-79.6% |