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 | $104,038 | $96,635+7.7% | $86,612+20.1% | $139,434-25.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 17.46% | 106.41%-89.0pp | 591.07%-573.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,415 | $3,263-56.6% | $3,022-53.2% | $4,751-70.2% |
| Participant deferral / active EE | $1,556 | $4,836-67.8% | $4,438-64.9% | $6,710-76.8% |
| Admin fee / account holder | $2,495 | $6,408-61.1% | $5,614-55.6% | $11,403-78.1% |