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 | $106,851 | $106,8900% | $84,015+27.2% | $152,861-30.1% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 50.00% | 104.99%-55.0pp | 71.31%-21.3pp | 345.32%-295.3pp |
| Employer contribution / active EE | $8,547 | $2,734+212.6% | $1,983+330.9% | $4,762+79.5% |
| Participant deferral / active EE | $6,212 | $4,011+54.9% | $3,239+91.8% | $5,850+6.2% |
| Admin fee / account holder | $3,485 | $8,285-57.9% | $6,101-42.9% | $11,596-69.9% |