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 | $140,318 | $105,998+32.4% | $92,233+52.1% | $147,584-4.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.82% | 50.05%-38.2pp | 176.28%-164.5pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,709 | $4,333-37.5% | $3,679-26.4% | $4,876-44.4% |
| Participant deferral / active EE | $5,284 | $4,478+18.0% | $3,897+35.6% | $5,439-2.8% |
| Admin fee / account holder | $1,232 | $6,332-80.6% | $5,194-76.3% | $10,885-88.7% |