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 | $68,217 | $106,890-36.2% | $84,015-18.8% | $152,861-55.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 18.01% | 104.99%-87.0pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $11,071 | $2,734+304.9% | $1,983+458.2% | $4,762+132.5% |
| Participant deferral / active EE | $11,000 | $4,011+174.2% | $3,239+239.6% | $5,850+88.0% |
| Admin fee / account holder | $2,146 | $8,285-74.1% | $6,101-64.8% | $11,596-81.5% |