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 | $127,500 | $96,635+31.9% | $86,612+47.2% | $139,434-8.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.82% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.1pp |
| Employer contribution / active EE | $4,391 | $3,263+34.6% | $3,022+45.3% | $4,751-7.6% |
| Participant deferral / active EE | $8,983 | $4,836+85.8% | $4,438+102.4% | $6,710+33.9% |
| Admin fee / account holder | $3,167 | $6,408-50.6% | $5,614-43.6% | $11,403-72.2% |