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 | $89,562 | $73,515+21.8% | $62,995+42.2% | $147,584-39.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 12.95% | 175.43%-162.5pp | 87.57%-74.6pp | 578.55%-565.6pp |
| Employer contribution / active EE | $8,129 | $3,320+144.8% | $2,759+194.7% | $4,876+66.7% |
| Participant deferral / active EE | $8,518 | $4,185+103.5% | $3,329+155.9% | $5,439+56.6% |
| Admin fee / account holder | $442 | $5,953-92.6% | $3,600-87.7% | $10,885-95.9% |