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 | $105,609 | $73,515+43.7% | $62,995+67.6% | $147,584-28.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.03% | 175.43%-160.4pp | 87.57%-72.5pp | 578.55%-563.5pp |
| Employer contribution / active EE | $2,219 | $3,320-33.2% | $2,759-19.6% | $4,876-54.5% |
| Participant deferral / active EE | $4,002 | $4,185-4.4% | $3,329+20.2% | $5,439-26.4% |
| Admin fee / account holder | $2,233 | $5,953-62.5% | $3,600-38.0% | $10,885-79.5% |