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 | $140,813 | $73,515+91.5% | $62,995+123.5% | $147,584-4.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.24% | 175.43%-162.2pp | 87.57%-74.3pp | 578.55%-565.3pp |
| Employer contribution / active EE | $11,185 | $3,320+236.8% | $2,759+305.4% | $4,876+129.4% |
| Participant deferral / active EE | $13,516 | $4,185+223.0% | $3,329+306.0% | $5,439+148.5% |
| Admin fee / account holder | $1,193 | $5,953-80.0% | $3,600-66.9% | $10,885-89.0% |