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 | $105,508 | $96,635+9.2% | $86,612+21.8% | $139,434-24.3% |
| Participation rate | 72.2% | 74.4%-2.2pp | 71.7%+0.5pp | 80.3%-8.1pp |
| Annual return | 10.85% | 106.41%-95.6pp | 591.07%-580.2pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,559 | $3,263-52.2% | $3,022-48.4% | $4,751-67.2% |
| Participant deferral / active EE | $7,163 | $4,836+48.1% | $4,438+61.4% | $6,710+6.7% |
| Admin fee / account holder | $25,912 | $6,408+304.4% | $5,614+361.5% | $11,403+127.2% |