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 6-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 | $91,168 | $99,921-8.8% | $85,009+7.2% | $145,959-37.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.6pp |
| Employer contribution / active EE | $8,195 | $3,233+153.5% | $2,728+200.4% | $4,661+75.8% |
| Participant deferral / active EE | $4,820 | $5,293-8.9% | $4,522+6.6% | $6,689-27.9% |
| Admin fee / account holder | $1,564 | $7,252-78.4% | $6,153-74.6% | $13,398-88.3% |