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 | $193,243 | $105,998+82.3% | $92,233+109.5% | $147,584+30.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.72% | 50.05%-35.3pp | 176.28%-161.6pp | 578.55%-563.8pp |
| Employer contribution / active EE | $26,869 | $4,333+520.1% | $3,679+630.3% | $4,876+451.0% |
| Participant deferral / active EE | $13,105 | $4,478+192.7% | $3,897+236.3% | $5,439+141.0% |
| Admin fee / account holder | $697 | $6,332-89.0% | $5,194-86.6% | $10,885-93.6% |