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 | $102,135 | $106,890-4.4% | $84,015+21.6% | $152,861-33.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 9.91% | 104.99%-95.1pp | 71.31%-61.4pp | 345.32%-335.4pp |
| Employer contribution / active EE | $1,685 | $2,734-38.4% | $1,983-15.0% | $4,762-64.6% |
| Participant deferral / active EE | $9,745 | $4,011+142.9% | $3,239+200.9% | $5,850+66.6% |
| Admin fee / account holder | $1,568 | $8,285-81.1% | $6,101-74.3% | $11,596-86.5% |