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 | $103,440 | $96,635+7.0% | $86,612+19.4% | $139,434-25.8% |
| Participation rate | 93.8% | 74.4%+19.3pp | 71.7%+22.1pp | 80.3%+13.4pp |
| Annual return | 15.78% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.2pp |
| Employer contribution / active EE | $3,130 | $3,263-4.1% | $3,022+3.6% | $4,751-34.1% |
| Participant deferral / active EE | $10,903 | $4,836+125.5% | $4,438+145.7% | $6,710+62.5% |
| Admin fee / account holder | $35,225 | $6,408+449.7% | $5,614+527.4% | $11,403+208.9% |