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 | $204,950 | $105,998+93.4% | $92,233+122.2% | $147,584+38.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.12% | 50.05%-38.9pp | 176.28%-165.2pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,746 | $4,333-36.6% | $3,679-25.4% | $4,876-43.7% |
| Participant deferral / active EE | $7,716 | $4,478+72.3% | $3,897+98.0% | $5,439+41.9% |
| Admin fee / account holder | $6,695 | $6,332+5.7% | $5,194+28.9% | $10,885-38.5% |