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 | $120,133 | $106,890+12.4% | $84,015+43.0% | $152,861-21.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.54% | 104.99%-88.4pp | 71.31%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $10,329 | $2,734+277.8% | $1,983+420.8% | $4,762+116.9% |
| Participant deferral / active EE | $7,784 | $4,011+94.1% | $3,239+140.3% | $5,850+33.1% |
| Admin fee / account holder | $2,749 | $8,285-66.8% | $6,101-54.9% | $11,596-76.3% |