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 | $108,064 | $105,998+1.9% | $92,233+17.2% | $147,584-26.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.41% | 50.05%-35.6pp | 176.28%-161.9pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,467 | $4,333-66.1% | $3,679-60.1% | $4,876-69.9% |
| Participant deferral / active EE | $3,159 | $4,478-29.4% | $3,897-18.9% | $5,439-41.9% |
| Admin fee / account holder | $682 | $6,332-89.2% | $5,194-86.9% | $10,885-93.7% |