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 | $111,937 | $105,998+5.6% | $92,233+21.4% | $147,584-24.2% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 12.52% | 50.05%-37.5pp | 176.28%-163.8pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,522 | $4,333-41.8% | $3,679-31.5% | $4,876-48.3% |
| Participant deferral / active EE | $7,548 | $4,478+68.6% | $3,897+93.7% | $5,439+38.8% |
| Admin fee / account holder | $28,208 | $6,332+345.5% | $5,194+443.1% | $10,885+159.1% |