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 | $107,139 | $109,817-2.4% | $98,442+8.8% | $167,490-36.0% |
| Participation rate | 70.0% | 75.8%-5.8pp | 73.3%-3.3pp | 82.1%-12.1pp |
| Annual return | 9.62% | 1956.69%-1947.1pp | 1492.73%-1483.1pp | 478.56%-468.9pp |
| Employer contribution / active EE | $2,206 | $3,224-31.6% | $2,960-25.5% | $4,837-54.4% |
| Participant deferral / active EE | $4,073 | $4,673-12.8% | $4,276-4.8% | $6,341-35.8% |
| Admin fee / account holder | $29,976 | $6,753+343.9% | $5,949+403.9% | $12,309+143.5% |