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 | $172,427 | $135,635+27.1% | $110,238+56.4% | $135,375+27.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.26% | 513.19%-518.4pp | 314.74%-320.0pp | 519.73%-525.0pp |
| Employer contribution / active EE | $22,440 | $4,906+357.4% | $3,826+486.4% | $4,779+369.6% |
| Participant deferral / active EE | $14,093 | $5,506+155.9% | $4,672+201.7% | $5,609+151.3% |
| Admin fee / account holder | $18,991 | $11,457+65.8% | $8,547+122.2% | $10,827+75.4% |