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 | $156,815 | $105,998+47.9% | $92,233+70.0% | $147,584+6.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 24.87% | 50.05%-25.2pp | 176.28%-151.4pp | 578.55%-553.7pp |
| Employer contribution / active EE | $14,295 | $4,333+229.9% | $3,679+288.5% | $4,876+193.2% |
| Participant deferral / active EE | $7,333 | $4,478+63.8% | $3,897+88.2% | $5,439+34.8% |
| Admin fee / account holder | $1,442 | $6,332-77.2% | $5,194-72.2% | $10,885-86.8% |