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 | $84,503 | $105,998-20.3% | $92,233-8.4% | $147,584-42.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.87% | 50.05%-37.2pp | 176.28%-163.4pp | 578.55%-565.7pp |
| Employer contribution / active EE | $5,798 | $4,333+33.8% | $3,679+57.6% | $4,876+18.9% |
| Participant deferral / active EE | $4,364 | $4,478-2.6% | $3,897+12.0% | $5,439-19.8% |
| Admin fee / account holder | $540 | $6,332-91.5% | $5,194-89.6% | $10,885-95.0% |