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 | $88,924 | $47,479+87.3% | $62,929+41.3% | $82,448+7.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 131.70% | 20.34%+111.4pp | 1063.93%-932.2pp | 41.64%+90.1pp |
| Employer contribution / active EE | $3,109 | $1,885+64.9% | $2,505+24.1% | $2,551+21.9% |
| Participant deferral / active EE | $8,210 | $2,870+186.0% | $3,888+111.2% | $4,139+98.3% |
| Admin fee / account holder | $79,718 | $3,804+1995.8% | $5,065+1474.0% | $7,234+1001.9% |