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 | $87,402 | $84,696+3.2% | $75,696+15.5% | $167,490-47.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.03% | 199.36%-182.3pp | 104.53%-87.5pp | 478.56%-461.5pp |
| Employer contribution / active EE | $8,992 | $3,230+178.4% | $2,743+227.8% | $4,837+85.9% |
| Participant deferral / active EE | $2,124 | $4,580-53.6% | $3,821-44.4% | $6,341-66.5% |
| Admin fee / account holder | $1,992 | $5,355-62.8% | $3,619-45.0% | $12,309-83.8% |