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 | $219,830 | $73,515+199.0% | $62,995+249.0% | $147,584+49.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.58% | 175.43%-164.8pp | 87.57%-77.0pp | 578.55%-568.0pp |
| Employer contribution / active EE | $8,261 | $3,320+148.8% | $2,759+199.4% | $4,876+69.4% |
| Participant deferral / active EE | $16,462 | $4,185+293.4% | $3,329+394.4% | $5,439+202.7% |
| Admin fee / account holder | $44,841 | $5,953+653.2% | $3,600+1145.6% | $10,885+311.9% |