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 | $149,925 | $96,635+55.1% | $86,612+73.1% | $139,434+7.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.89% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,091 | $3,263-66.6% | $3,022-63.9% | $4,751-77.0% |
| Participant deferral / active EE | $5,285 | $4,836+9.3% | $4,438+19.1% | $6,710-21.2% |
| Admin fee / account holder | $69,059 | $6,408+977.7% | $5,614+1130.1% | $11,403+505.6% |