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 | $146,956 | $73,515+99.9% | $62,995+133.3% | $147,584-0.4% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.8%+7.0pp | 82.8%-1.0pp |
| Annual return | 9.54% | 175.43%-165.9pp | 87.57%-78.0pp | 578.55%-569.0pp |
| Employer contribution / active EE | $17,105 | $3,320+415.1% | $2,759+520.0% | $4,876+250.8% |
| Participant deferral / active EE | $1,093 | $4,185-73.9% | $3,329-67.2% | $5,439-79.9% |
| Admin fee / account holder | $21,065 | $5,953+253.8% | $3,600+485.1% | $10,885+93.5% |