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 | $119,945 | $108,642+10.4% | $74,701+60.6% | $152,861-21.5% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 3.50% | 114.06%-110.6pp | 752.92%-749.4pp | 345.32%-341.8pp |
| Employer contribution / active EE | $1,407 | $1,503-6.4% | $1,084+29.9% | $4,762-70.5% |
| Participant deferral / active EE | $5,883 | $2,712+116.9% | $1,964+199.6% | $5,850+0.6% |
| Admin fee / account holder | $17,419 | $4,902+255.3% | $3,333+422.6% | $11,596+50.2% |