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 | $173,970 | $73,515+136.6% | $62,995+176.2% | $147,584+17.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 17.41% | 175.43%-158.0pp | 87.57%-70.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $17,904 | $3,320+439.2% | $2,759+549.0% | $4,876+267.2% |
| Participant deferral / active EE | $10,786 | $4,185+157.7% | $3,329+224.0% | $5,439+98.3% |
| Admin fee / account holder | $1,604 | $5,953-73.1% | $3,600-55.5% | $10,885-85.3% |