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 | $112,037 | $109,817+2.0% | $98,442+13.8% | $167,490-33.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.69% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,730 | $3,224-15.3% | $2,960-7.8% | $4,837-43.6% |
| Participant deferral / active EE | $2,827 | $4,673-39.5% | $4,276-33.9% | $6,341-55.4% |
| Admin fee / account holder | $514 | $6,753-92.4% | $5,949-91.4% | $12,309-95.8% |