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 | $101,140 | $96,635+4.7% | $86,612+16.8% | $139,434-27.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 19.46% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,495 | $3,263+7.1% | $3,022+15.6% | $4,751-26.4% |
| Participant deferral / active EE | $4,923 | $4,836+1.8% | $4,438+10.9% | $6,710-26.6% |
| Admin fee / account holder | $1,137 | $6,408-82.3% | $5,614-79.7% | $11,403-90.0% |