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 | $124,404 | $106,890+16.4% | $84,015+48.1% | $152,861-18.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 14.13% | 104.99%-90.9pp | 71.31%-57.2pp | 345.32%-331.2pp |
| Employer contribution / active EE | $3,051 | $2,734+11.6% | $1,983+53.8% | $4,762-35.9% |
| Participant deferral / active EE | $7,548 | $4,011+88.2% | $3,239+133.1% | $5,850+29.0% |
| Admin fee / account holder | $12,804 | $8,285+54.5% | $6,101+109.9% | $11,596+10.4% |