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 | $127,349 | $73,515+73.2% | $62,995+102.2% | $147,584-13.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.38% | 175.43%-162.0pp | 87.57%-74.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $3,291 | $3,320-0.9% | $2,759+19.3% | $4,876-32.5% |
| Participant deferral / active EE | $13,764 | $4,185+228.9% | $3,329+313.4% | $5,439+153.1% |
| Admin fee / account holder | $12,291 | $5,953+106.4% | $3,600+241.4% | $10,885+12.9% |