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 | $89,570 | $106,890-16.2% | $84,015+6.6% | $152,861-41.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.66% | 104.99%-80.3pp | 71.31%-46.6pp | 345.32%-320.7pp |
| Employer contribution / active EE | $3,993 | $2,734+46.0% | $1,983+101.3% | $4,762-16.2% |
| Participant deferral / active EE | $6,515 | $4,011+62.4% | $3,239+101.2% | $5,850+11.4% |
| Admin fee / account holder | $4,231 | $8,285-48.9% | $6,101-30.7% | $11,596-63.5% |