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 | $85,305 | $105,998-19.5% | $92,233-7.5% | $147,584-42.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.72% | 50.05%-32.3pp | 176.28%-158.6pp | 578.55%-560.8pp |
| Employer contribution / active EE | $6,153 | $4,333+42.0% | $3,679+67.2% | $4,876+26.2% |
| Participant deferral / active EE | $12,713 | $4,478+183.9% | $3,897+226.2% | $5,439+133.8% |
| Admin fee / account holder | $532 | $6,332-91.6% | $5,194-89.8% | $10,885-95.1% |