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 | $84,668 | $105,998-20.1% | $92,233-8.2% | $147,584-42.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.29% | 50.05%-39.8pp | 176.28%-166.0pp | 578.55%-568.3pp |
| Employer contribution / active EE | $3,042 | $4,333-29.8% | $3,679-17.3% | $4,876-37.6% |
| Participant deferral / active EE | $9,700 | $4,478+116.6% | $3,897+148.9% | $5,439+78.3% |
| Admin fee / account holder | $8,125 | $6,332+28.3% | $5,194+56.5% | $10,885-25.4% |