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 | $114,006 | $109,817+3.8% | $98,442+15.8% | $167,490-31.9% |
| Participation rate | 88.9% | 75.8%+13.1pp | 73.3%+15.6pp | 82.1%+6.8pp |
| Annual return | 17.30% | 1956.69%-1939.4pp | 1492.73%-1475.4pp | 478.56%-461.3pp |
| Employer contribution / active EE | $3,065 | $3,224-4.9% | $2,960+3.6% | $4,837-36.6% |
| Participant deferral / active EE | $4,982 | $4,673+6.6% | $4,276+16.5% | $6,341-21.4% |
| Admin fee / account holder | $2,721 | $6,753-59.7% | $5,949-54.3% | $12,309-77.9% |