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 | $163,012 | $105,998+53.8% | $92,233+76.7% | $147,584+10.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.53% | 50.05%-35.5pp | 176.28%-161.8pp | 578.55%-564.0pp |
| Employer contribution / active EE | $3,520 | $4,333-18.8% | $3,679-4.3% | $4,876-27.8% |
| Participant deferral / active EE | $12,000 | $4,478+168.0% | $3,897+208.0% | $5,439+120.6% |
| Admin fee / account holder | $1,632 | $6,332-74.2% | $5,194-68.6% | $10,885-85.0% |