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 5-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 | $99,134 | $96,635+2.6% | $86,612+14.5% | $139,434-28.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.79% | 106.41%-90.6pp | 591.07%-575.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,778 | $3,263-14.8% | $3,022-8.1% | $4,751-41.5% |
| Participant deferral / active EE | $4,999 | $4,836+3.4% | $4,438+12.7% | $6,710-25.5% |
| Admin fee / account holder | $506 | $6,408-92.1% | $5,614-91.0% | $11,403-95.6% |