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 | $107,208 | $102,604+4.5% | $86,188+24.4% | $139,434-23.1% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 15.49% | 1922.51%-1907.0pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,151 | $3,032-29.1% | $2,380-9.6% | $4,751-54.7% |
| Participant deferral / active EE | $7,832 | $4,676+67.5% | $3,985+96.5% | $6,710+16.7% |
| Admin fee / account holder | $309 | $8,657-96.4% | $6,852-95.5% | $11,403-97.3% |