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 | $117,809 | $105,998+11.1% | $92,233+27.7% | $147,584-20.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.40% | 50.05%-30.6pp | 176.28%-156.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $8,185 | $4,333+88.9% | $3,679+122.4% | $4,876+67.8% |
| Participant deferral / active EE | $4,091 | $4,478-8.6% | $3,897+5.0% | $5,439-24.8% |
| Admin fee / account holder | $30,236 | $6,332+377.5% | $5,194+482.2% | $10,885+177.8% |