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 | $139,271 | $105,998+31.4% | $92,233+51.0% | $147,584-5.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 15.49% | 50.05%-34.6pp | 176.28%-160.8pp | 578.55%-563.1pp |
| Employer contribution / active EE | $6,838 | $4,333+57.8% | $3,679+85.8% | $4,876+40.2% |
| Participant deferral / active EE | $9,143 | $4,478+104.2% | $3,897+134.6% | $5,439+68.1% |
| Admin fee / account holder | $3,968 | $6,332-37.3% | $5,194-23.6% | $10,885-63.6% |