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 | $100,962 | $96,635+4.5% | $86,612+16.6% | $139,434-27.6% |
| Participation rate | 87.5% | 74.4%+13.1pp | 71.7%+15.8pp | 80.3%+7.2pp |
| Annual return | 17.14% | 106.41%-89.3pp | 591.07%-573.9pp | 372.94%-355.8pp |
| Employer contribution / active EE | $2,695 | $3,263-17.4% | $3,022-10.8% | $4,751-43.3% |
| Participant deferral / active EE | $6,336 | $4,836+31.0% | $4,438+42.8% | $6,710-5.6% |
| Admin fee / account holder | $2,130 | $6,408-66.8% | $5,614-62.1% | $11,403-81.3% |