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 | $82,842 | $106,890-22.5% | $84,015-1.4% | $152,861-45.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.16% | 104.99%-89.8pp | 71.31%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $5,618 | $2,734+105.5% | $1,983+183.2% | $4,762+18.0% |
| Participant deferral / active EE | $5,152 | $4,011+28.4% | $3,239+59.1% | $5,850-11.9% |
| Admin fee / account holder | $880 | $8,285-89.4% | $6,101-85.6% | $11,596-92.4% |