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 | $96,461 | $96,635-0.2% | $86,612+11.4% | $139,434-30.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 55.22% | 106.41%-51.2pp | 591.07%-535.8pp | 372.94%-317.7pp |
| Employer contribution / active EE | $1,395 | $3,263-57.2% | $3,022-53.8% | $4,751-70.6% |
| Participant deferral / active EE | $7,272 | $4,836+50.4% | $4,438+63.9% | $6,710+8.4% |
| Admin fee / account holder | $744 | $6,408-88.4% | $5,614-86.7% | $11,403-93.5% |