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 | $97,813 | $96,635+1.2% | $86,612+12.9% | $139,434-29.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.49% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $12,364 | $3,263+278.9% | $3,022+309.1% | $4,751+160.3% |
| Participant deferral / active EE | $10,354 | $4,836+114.1% | $4,438+133.3% | $6,710+54.3% |
| Admin fee / account holder | $8,777 | $6,408+37.0% | $5,614+56.3% | $11,403-23.0% |