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 | $128,372 | $96,635+32.8% | $86,612+48.2% | $139,434-7.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.45% | 106.41%-92.0pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,952 | $3,263-9.5% | $3,022-2.3% | $4,751-37.9% |
| Participant deferral / active EE | $3,457 | $4,836-28.5% | $4,438-22.1% | $6,710-48.5% |
| Admin fee / account holder | $23,615 | $6,408+268.5% | $5,614+320.6% | $11,403+107.1% |