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 | $94,954 | $106,890-11.2% | $84,015+13.0% | $152,861-37.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 25.06% | 104.99%-79.9pp | 71.31%-46.2pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,831 | $2,734-33.0% | $1,983-7.7% | $4,762-61.5% |
| Participant deferral / active EE | $3,967 | $4,011-1.1% | $3,239+22.5% | $5,850-32.2% |
| Admin fee / account holder | $730 | $8,285-91.2% | $6,101-88.0% | $11,596-93.7% |