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 | $96,728 | $107,334-9.9% | $92,893+4.1% | $152,861-36.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 16.46% | 145.58%-129.1pp | 109.41%-93.0pp | 345.32%-328.9pp |
| Employer contribution / active EE | $5,978 | $4,221+41.6% | $3,653+63.7% | $4,762+25.5% |
| Participant deferral / active EE | $1,472 | $4,845-69.6% | $4,236-65.2% | $5,850-74.8% |
| Admin fee / account holder | $945 | $7,079-86.6% | $5,794-83.7% | $11,596-91.8% |