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 | $139,603 | $106,890+30.6% | $84,015+66.2% | $152,861-8.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 24.61% | 104.99%-80.4pp | 71.31%-46.7pp | 345.32%-320.7pp |
| Employer contribution / active EE | $8,312 | $2,734+204.0% | $1,983+319.1% | $4,762+74.5% |
| Participant deferral / active EE | $6,658 | $4,011+66.0% | $3,239+105.6% | $5,850+13.8% |
| Admin fee / account holder | $9,238 | $8,285+11.5% | $6,101+51.4% | $11,596-20.3% |