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 10-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 | $65,224 | $105,998-38.5% | $92,233-29.3% | $147,584-55.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.88% | 50.05%-35.2pp | 176.28%-161.4pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,137 | $4,333-27.6% | $3,679-14.7% | $4,876-35.7% |
| Participant deferral / active EE | $6,979 | $4,478+55.9% | $3,897+79.1% | $5,439+28.3% |
| Admin fee / account holder | $3,803 | $6,332-39.9% | $5,194-26.8% | $10,885-65.1% |