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 9-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 | $190,119 | $105,998+79.4% | $92,233+106.1% | $147,584+28.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 39.05% | 50.05%-11.0pp | 176.28%-137.2pp | 578.55%-539.5pp |
| Employer contribution / active EE | $3,903 | $4,333-9.9% | $3,679+6.1% | $4,876-20.0% |
| Participant deferral / active EE | $11,474 | $4,478+156.2% | $3,897+194.4% | $5,439+111.0% |
| Admin fee / account holder | $552 | $6,332-91.3% | $5,194-89.4% | $10,885-94.9% |