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 | $80,878 | $73,515+10.0% | $62,995+28.4% | $147,584-45.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.52% | 175.43%-158.9pp | 87.57%-71.0pp | 578.55%-562.0pp |
| Employer contribution / active EE | $4,726 | $3,320+42.3% | $2,759+71.3% | $4,876-3.1% |
| Participant deferral / active EE | $7,843 | $4,185+87.4% | $3,329+135.6% | $5,439+44.2% |
| Admin fee / account holder | $1,029 | $5,953-82.7% | $3,600-71.4% | $10,885-90.6% |