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 | $60,044 | $70,606-15.0% | $53,898+11.4% | $142,382-57.8% |
| Participation rate | 85.7% | 63.7%+22.0pp | 55.0%+30.8pp | 80.1%+5.6pp |
| Annual return | 12.14% | 619.81%-607.7pp | 528.60%-516.5pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,451 | $1,202+187.1% | $932+270.3% | $4,299-19.7% |
| Participant deferral / active EE | $7,791 | $2,364+229.6% | $1,826+326.6% | $6,507+19.7% |
| Admin fee / account holder | $18,163 | $2,852+536.9% | $2,491+629.2% | $12,624+43.9% |