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 | $134,215 | $106,890+25.6% | $84,015+59.8% | $152,861-12.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.51% | 104.99%-79.5pp | 71.31%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,549 | $2,734-6.8% | $1,983+28.5% | $4,762-46.5% |
| Participant deferral / active EE | $4,522 | $4,011+12.7% | $3,239+39.6% | $5,850-22.7% |
| Admin fee / account holder | $694 | $8,285-91.6% | $6,101-88.6% | $11,596-94.0% |