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 | $100,907 | $102,317-1.4% | $146,958-31.3% | $80,856+24.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.21% | 134.76%-119.5pp | 418.34%-403.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,483 | $3,713-33.1% | $4,933-49.7% | $2,755-9.9% |
| Participant deferral / active EE | $5,283 | $6,644-20.5% | $8,070-34.5% | $4,296+23.0% |
| Admin fee / account holder | $3,365 | $7,941-57.6% | $12,998-74.1% | $6,918-51.4% |