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 | $108,444 | $106,890+1.5% | $84,015+29.1% | $152,861-29.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.45% | 104.99%-78.5pp | 71.31%-44.9pp | 345.32%-318.9pp |
| Employer contribution / active EE | $4,925 | $2,734+80.1% | $1,983+148.3% | $4,762+3.4% |
| Participant deferral / active EE | $15,028 | $4,011+274.6% | $3,239+364.0% | $5,850+156.9% |
| Admin fee / account holder | $13,473 | $8,285+62.6% | $6,101+120.9% | $11,596+16.2% |