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 | $89,739 | $106,890-16.0% | $84,015+6.8% | $152,861-41.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 19.02% | 104.99%-86.0pp | 71.31%-52.3pp | 345.32%-326.3pp |
| Employer contribution / active EE | $2,428 | $2,734-11.2% | $1,983+22.4% | $4,762-49.0% |
| Participant deferral / active EE | $9,246 | $4,011+130.5% | $3,239+185.5% | $5,850+58.0% |
| Admin fee / account holder | $23,814 | $8,285+187.4% | $6,101+290.4% | $11,596+105.4% |