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 | $61,770 | $105,998-41.7% | $92,233-33.0% | $147,584-58.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.32% | 50.05%-36.7pp | 176.28%-163.0pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,158 | $4,333-50.2% | $3,679-41.4% | $4,876-55.7% |
| Participant deferral / active EE | $3,779 | $4,478-15.6% | $3,897-3.0% | $5,439-30.5% |
| Admin fee / account holder | $1,720 | $6,332-72.8% | $5,194-66.9% | $10,885-84.2% |