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 | $77,291 | $105,998-27.1% | $92,233-16.2% | $147,584-47.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.93% | 50.05%-38.1pp | 176.28%-164.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,432 | $4,333-66.9% | $3,679-61.1% | $4,876-70.6% |
| Participant deferral / active EE | $9,107 | $4,478+103.4% | $3,897+133.7% | $5,439+67.4% |
| Admin fee / account holder | $9,727 | $6,332+53.6% | $5,194+87.3% | $10,885-10.6% |