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 | $107,892 | $96,635+11.6% | $86,612+24.6% | $139,434-22.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 21.23% | 106.41%-85.2pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $4,209 | $3,263+29.0% | $3,022+39.3% | $4,751-11.4% |
| Participant deferral / active EE | $4,075 | $4,836-15.7% | $4,438-8.2% | $6,710-39.3% |
| Admin fee / account holder | $875 | $6,408-86.3% | $5,614-84.4% | $11,403-92.3% |