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 | $113,311 | $135,635-16.5% | $110,238+2.8% | $135,375-16.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 12.36% | 513.19%-500.8pp | 314.74%-302.4pp | 519.73%-507.4pp |
| Employer contribution / active EE | $9,091 | $4,906+85.3% | $3,826+137.6% | $4,779+90.2% |
| Participant deferral / active EE | $1,836 | $5,506-66.7% | $4,672-60.7% | $5,609-67.3% |
| Admin fee / account holder | $1,795 | $11,457-84.3% | $8,547-79.0% | $10,827-83.4% |