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 | $153,548 | $106,890+43.7% | $84,015+82.8% | $152,861+0.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 20.56% | 104.99%-84.4pp | 71.31%-50.7pp | 345.32%-324.8pp |
| Employer contribution / active EE | $2,048 | $2,734-25.1% | $1,983+3.2% | $4,762-57.0% |
| Participant deferral / active EE | $4,902 | $4,011+22.2% | $3,239+51.3% | $5,850-16.2% |
| Admin fee / account holder | $3,269 | $8,285-60.5% | $6,101-46.4% | $11,596-71.8% |