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 | $195,670 | $105,998+84.6% | $92,233+112.1% | $147,584+32.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.50% | 50.05%-37.6pp | 176.28%-163.8pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,789 | $4,333-35.6% | $3,679-24.2% | $4,876-42.8% |
| Participant deferral / active EE | $3,091 | $4,478-31.0% | $3,897-20.7% | $5,439-43.2% |
| Admin fee / account holder | $740 | $6,332-88.3% | $5,194-85.8% | $10,885-93.2% |