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 | $39,518 | $73,515-46.2% | $62,995-37.3% | $147,584-73.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 26.17% | 175.43%-149.3pp | 87.57%-61.4pp | 578.55%-552.4pp |
| Employer contribution / active EE | $16,699 | $3,320+402.9% | $2,759+505.3% | $4,876+242.5% |
| Participant deferral / active EE | $17,464 | $4,185+317.3% | $3,329+424.5% | $5,439+221.1% |
| Admin fee / account holder | $4,325 | $5,953-27.4% | $3,600+20.1% | $10,885-60.3% |