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 | $129,232 | $91,538+41.2% | $129,995-0.6% | $75,163+71.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 13.49% | -631.11%+644.6pp | -137.18%+150.7pp | 160.62%-147.1pp |
| Employer contribution / active EE | $11,543 | $2,845+305.7% | $4,320+167.2% | $2,670+332.3% |
| Participant deferral / active EE | $10,557 | $4,341+143.2% | $5,820+81.4% | $4,125+155.9% |
| Admin fee / account holder | $3,914 | $6,790-42.4% | $10,614-63.1% | $5,651-30.7% |