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 | $98,770 | $106,890-7.6% | $84,015+17.6% | $152,861-35.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 17.15% | 104.99%-87.8pp | 71.31%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,786 | $2,734-34.7% | $1,983-10.0% | $4,762-62.5% |
| Participant deferral / active EE | $2,344 | $4,011-41.6% | $3,239-27.6% | $5,850-59.9% |
| Admin fee / account holder | $1,200 | $8,285-85.5% | $6,101-80.3% | $11,596-89.6% |