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 | $108,268 | $106,890+1.3% | $84,015+28.9% | $152,861-29.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 23.59% | 104.99%-81.4pp | 71.31%-47.7pp | 345.32%-321.7pp |
| Employer contribution / active EE | $2,174 | $2,734-20.5% | $1,983+9.6% | $4,762-54.3% |
| Participant deferral / active EE | $7,176 | $4,011+78.9% | $3,239+121.6% | $5,850+22.7% |
| Admin fee / account holder | $862 | $8,285-89.6% | $6,101-85.9% | $11,596-92.6% |