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 | $124,734 | $105,998+17.7% | $92,233+35.2% | $147,584-15.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.71% | 50.05%-36.3pp | 176.28%-162.6pp | 578.55%-564.8pp |
| Employer contribution / active EE | $6,994 | $4,333+61.4% | $3,679+90.1% | $4,876+43.4% |
| Participant deferral / active EE | $2,602 | $4,478-41.9% | $3,897-33.2% | $5,439-52.2% |
| Admin fee / account holder | $956 | $6,332-84.9% | $5,194-81.6% | $10,885-91.2% |