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 9-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 | $97,615 | $106,890-8.7% | $84,015+16.2% | $152,861-36.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 47.10% | 104.99%-57.9pp | 71.31%-24.2pp | 345.32%-298.2pp |
| Employer contribution / active EE | $17,879 | $2,734+553.9% | $1,983+801.4% | $4,762+275.4% |
| Participant deferral / active EE | $9,036 | $4,011+125.3% | $3,239+179.0% | $5,850+54.5% |
| Admin fee / account holder | $390 | $8,285-95.3% | $6,101-93.6% | $11,596-96.6% |