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 | $109,523 | $84,487+29.6% | $125,339-12.6% | $66,914+63.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 15.98% | -8.39%+24.4pp | 572.05%-556.1pp | 1.58%+14.4pp |
| Employer contribution / active EE | $4,734 | $3,553+33.2% | $4,814-1.6% | $2,544+86.1% |
| Participant deferral / active EE | $6,480 | $6,781-4.4% | $7,446-13.0% | $4,237+52.9% |
| Admin fee / account holder | $14,688 | $685+2044.2% | $10,010+46.7% | $593+2375.9% |