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 | $98,081 | $77,634+26.3% | $156,549-37.3% | $62,891+56.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.00% | 50.32%-50.3pp | 32.23%-32.2pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,009 | $3,444+45.5% | $5,501-8.9% | $2,281+119.6% |
| Participant deferral / active EE | $7,144 | $3,045+134.6% | $4,871+46.7% | $3,203+123.0% |
| Admin fee / account holder | $2,500 | $5,561-55.0% | $13,027-80.8% | $4,296-41.8% |