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 6-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 | $106,781 | $96,635+10.5% | $86,612+23.3% | $139,434-23.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 22.68% | 106.41%-83.7pp | 591.07%-568.4pp | 372.94%-350.3pp |
| Employer contribution / active EE | $4,680 | $3,263+43.4% | $3,022+54.8% | $4,751-1.5% |
| Participant deferral / active EE | $16,926 | $4,836+250.0% | $4,438+281.4% | $6,710+152.2% |
| Admin fee / account holder | $383 | $6,408-94.0% | $5,614-93.2% | $11,403-96.6% |