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 | $124,435 | $106,890+16.4% | $84,015+48.1% | $152,861-18.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 15.22% | 104.99%-89.8pp | 71.31%-56.1pp | 345.32%-330.1pp |
| Employer contribution / active EE | $9,292 | $2,734+239.8% | $1,983+368.5% | $4,762+95.1% |
| Participant deferral / active EE | $3,732 | $4,011-7.0% | $3,239+15.2% | $5,850-36.2% |
| Admin fee / account holder | $1,374 | $8,285-83.4% | $6,101-77.5% | $11,596-88.1% |