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 | $116,580 | $105,998+10.0% | $92,233+26.4% | $147,584-21.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.71% | 50.05%-29.3pp | 176.28%-155.6pp | 578.55%-557.8pp |
| Employer contribution / active EE | $4,017 | $4,333-7.3% | $3,679+9.2% | $4,876-17.6% |
| Participant deferral / active EE | $8,608 | $4,478+92.2% | $3,897+120.9% | $5,439+58.3% |
| Admin fee / account holder | $976 | $6,332-84.6% | $5,194-81.2% | $10,885-91.0% |