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 | $139,343 | $74,888+86.1% | $71,209+95.7% | $142,382-2.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.51% | 345.14%-330.6pp | 282.51%-268.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,106 | $2,854-26.2% | $2,721-22.6% | $4,299-51.0% |
| Participant deferral / active EE | $7,120 | $4,454+59.8% | $4,175+70.5% | $6,507+9.4% |
| Admin fee / account holder | $6,685 | $5,568+20.1% | $5,349+25.0% | $12,624-47.0% |