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 | $112,423 | $110,809+1.5% | $86,874+29.4% | $167,490-32.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 9.56% | 116.98%-107.4pp | 63.52%-54.0pp | 478.56%-469.0pp |
| Employer contribution / active EE | $1,546 | $3,244-52.3% | $2,495-38.0% | $4,837-68.0% |
| Participant deferral / active EE | $9,897 | $4,546+117.7% | $3,699+167.6% | $6,341+56.1% |
| Admin fee / account holder | $11,007 | $8,415+30.8% | $5,828+88.9% | $12,309-10.6% |