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 | $135,283 | $112,096+20.7% | $95,952+41.0% | $158,922-14.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.50% | 171.09%-164.6pp | 91.61%-85.1pp | 302.83%-296.3pp |
| Employer contribution / active EE | $9,186 | $3,198+187.2% | $2,541+261.5% | $4,761+92.9% |
| Participant deferral / active EE | $8,758 | $4,784+83.1% | $4,167+110.2% | $5,982+46.4% |
| Admin fee / account holder | $625 | $10,130-93.8% | $6,795-90.8% | $11,246-94.4% |