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 | $109,251 | $99,079+10.3% | $77,999+40.1% | $273,961-60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 5.26% | 217.93%-212.7pp | 425.96%-420.7pp | 41.45%-36.2pp |
| Employer contribution / active EE | $7,727 | $3,308+133.6% | $2,470+212.8% | $4,869+58.7% |
| Participant deferral / active EE | $7,927 | $4,306+84.1% | $3,497+126.7% | $5,287+49.9% |
| Admin fee / account holder | $3,247 | $8,954-63.7% | $5,480-40.8% | $10,132-68.0% |