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 | $60,924 | $106,890-43.0% | $84,015-27.5% | $152,861-60.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 12.64% | 104.99%-92.3pp | 71.31%-58.7pp | 345.32%-332.7pp |
| Employer contribution / active EE | $4,700 | $2,734+71.9% | $1,983+137.0% | $4,762-1.3% |
| Participant deferral / active EE | $1,419 | $4,011-64.6% | $3,239-56.2% | $5,850-75.7% |
| Admin fee / account holder | $1,108 | $8,285-86.6% | $6,101-81.8% | $11,596-90.4% |