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 | $132,170 | $96,635+36.8% | $86,612+52.6% | $139,434-5.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 11.92% | 106.41%-94.5pp | 591.07%-579.2pp | 372.94%-361.0pp |
| Employer contribution / active EE | $5,339 | $3,263+63.6% | $3,022+76.6% | $4,751+12.4% |
| Participant deferral / active EE | $3,515 | $4,836-27.3% | $4,438-20.8% | $6,710-47.6% |
| Admin fee / account holder | $3,076 | $6,408-52.0% | $5,614-45.2% | $11,403-73.0% |