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 | $111,444 | $96,635+15.3% | $86,612+28.7% | $139,434-20.1% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 14.76% | 106.41%-91.7pp | 591.07%-576.3pp | 372.94%-358.2pp |
| Employer contribution / active EE | $15,678 | $3,263+380.5% | $3,022+418.7% | $4,751+230.0% |
| Participant deferral / active EE | $2,405 | $4,836-50.3% | $4,438-45.8% | $6,710-64.2% |
| Admin fee / account holder | $1,461 | $6,408-77.2% | $5,614-74.0% | $11,403-87.2% |