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 | $107,834 | $108,642-0.7% | $74,701+44.4% | $152,861-29.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 21.76% | 114.06%-92.3pp | 752.92%-731.2pp | 345.32%-323.6pp |
| Employer contribution / active EE | $2,688 | $1,503+78.8% | $1,084+148.0% | $4,762-43.6% |
| Participant deferral / active EE | $5,187 | $2,712+91.2% | $1,964+164.1% | $5,850-11.3% |
| Admin fee / account holder | $781 | $4,902-84.1% | $3,333-76.6% | $11,596-93.3% |