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 | $111,371 | $105,998+5.1% | $92,233+20.7% | $147,584-24.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.32% | 50.05%-33.7pp | 176.28%-160.0pp | 578.55%-562.2pp |
| Employer contribution / active EE | $4,147 | $4,333-4.3% | $3,679+12.7% | $4,876-14.9% |
| Participant deferral / active EE | $14,207 | $4,478+217.3% | $3,897+264.6% | $5,439+161.2% |
| Admin fee / account holder | $685 | $6,332-89.2% | $5,194-86.8% | $10,885-93.7% |