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 | $99,496 | $96,635+3.0% | $86,612+14.9% | $139,434-28.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.35% | 106.41%-93.1pp | 591.07%-577.7pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,669 | $3,263+12.4% | $3,022+21.4% | $4,751-22.8% |
| Participant deferral / active EE | $7,774 | $4,836+60.8% | $4,438+75.2% | $6,710+15.9% |
| Admin fee / account holder | $1,043 | $6,408-83.7% | $5,614-81.4% | $11,403-90.8% |