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 | $117,161 | $105,998+10.5% | $92,233+27.0% | $147,584-20.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 33.84% | 50.05%-16.2pp | 176.28%-142.4pp | 578.55%-544.7pp |
| Employer contribution / active EE | $19,283 | $4,333+345.0% | $3,679+424.1% | $4,876+295.4% |
| Participant deferral / active EE | $14,653 | $4,478+227.2% | $3,897+276.0% | $5,439+169.4% |
| Admin fee / account holder | $1,272 | $6,332-79.9% | $5,194-75.5% | $10,885-88.3% |