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 | $98,337 | $102,604-4.2% | $86,188+14.1% | $139,434-29.5% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | 17.91% | 1922.51%-1904.6pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,464 | $3,032-51.7% | $2,380-38.5% | $4,751-69.2% |
| Participant deferral / active EE | $5,621 | $4,676+20.2% | $3,985+41.0% | $6,710-16.2% |
| Admin fee / account holder | $597 | $8,657-93.1% | $6,852-91.3% | $11,403-94.8% |