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 | $72,634 | $73,515-1.2% | $62,995+15.3% | $147,584-50.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.80% | 175.43%-158.6pp | 87.57%-70.8pp | 578.55%-561.8pp |
| Employer contribution / active EE | $5,581 | $3,320+68.1% | $2,759+102.3% | $4,876+14.5% |
| Participant deferral / active EE | $5,079 | $4,185+21.4% | $3,329+52.6% | $5,439-6.6% |
| Admin fee / account holder | $18,499 | $5,953+210.7% | $3,600+413.9% | $10,885+69.9% |