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 | $136,152 | $107,334+26.8% | $92,893+46.6% | $152,861-10.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.66% | 145.58%-126.9pp | 109.41%-90.7pp | 345.32%-326.7pp |
| Employer contribution / active EE | $10,590 | $4,221+150.9% | $3,653+189.9% | $4,762+122.4% |
| Participant deferral / active EE | $13,658 | $4,845+181.9% | $4,236+222.4% | $5,850+133.5% |
| Admin fee / account holder | $522 | $7,079-92.6% | $5,794-91.0% | $11,596-95.5% |