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 | $105,471 | $107,934-2.3% | $91,989+14.7% | $152,861-31.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.41% | 89.24%-67.8pp | 69.02%-47.6pp | 345.32%-323.9pp |
| Employer contribution / active EE | $1,963 | $4,210-53.4% | $3,452-43.1% | $4,762-58.8% |
| Participant deferral / active EE | $4,433 | $6,364-30.3% | $5,923-25.2% | $5,850-24.2% |
| Admin fee / account holder | $648 | $10,520-93.8% | $7,743-91.6% | $11,596-94.4% |