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 | $110,820 | $73,515+50.7% | $62,995+75.9% | $147,584-24.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.47% | 175.43%-159.0pp | 87.57%-71.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $13,560 | $3,320+308.4% | $2,759+391.5% | $4,876+178.1% |
| Participant deferral / active EE | $7,419 | $4,185+77.3% | $3,329+122.8% | $5,439+36.4% |
| Admin fee / account holder | $514 | $5,953-91.4% | $3,600-85.7% | $10,885-95.3% |