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 | $137,407 | $73,515+86.9% | $62,995+118.1% | $147,584-6.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 11.04% | 175.43%-164.4pp | 87.57%-76.5pp | 578.55%-567.5pp |
| Employer contribution / active EE | $12,894 | $3,320+288.3% | $2,759+367.4% | $4,876+164.4% |
| Participant deferral / active EE | $1,611 | $4,185-61.5% | $3,329-51.6% | $5,439-70.4% |
| Admin fee / account holder | $773 | $5,953-87.0% | $3,600-78.5% | $10,885-92.9% |