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 | $125,263 | $106,890+17.2% | $84,015+49.1% | $152,861-18.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 69.0%+18.5pp | 82.4%+5.1pp |
| Annual return | 15.67% | 104.99%-89.3pp | 71.31%-55.6pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,362 | $2,734-50.2% | $1,983-31.3% | $4,762-71.4% |
| Participant deferral / active EE | $1,362 | $4,011-66.0% | $3,239-57.9% | $5,850-76.7% |
| Admin fee / account holder | $42,860 | $8,285+417.3% | $6,101+602.5% | $11,596+269.6% |