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 | $87,911 | $106,890-17.8% | $84,015+4.6% | $152,861-42.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.94% | 104.99%-80.0pp | 71.31%-46.4pp | 345.32%-320.4pp |
| Employer contribution / active EE | $2,520 | $2,734-7.8% | $1,983+27.1% | $4,762-47.1% |
| Participant deferral / active EE | $16,667 | $4,011+315.5% | $3,239+414.6% | $5,850+184.9% |
| Admin fee / account holder | $912 | $8,285-89.0% | $6,101-85.1% | $11,596-92.1% |