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 | $156,590 | $108,642+44.1% | $74,701+109.6% | $152,861+2.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 19.65% | 114.06%-94.4pp | 752.92%-733.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $8,408 | $1,503+459.5% | $1,084+676.0% | $4,762+76.6% |
| Participant deferral / active EE | $2,064 | $2,712-23.9% | $1,964+5.1% | $5,850-64.7% |
| Admin fee / account holder | $793 | $4,902-83.8% | $3,333-76.2% | $11,596-93.2% |