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 | $106,338 | $115,770-8.1% | $101,248+5.0% | $158,922-33.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.86% | 56.14%-46.3pp | 46.47%-36.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,658 | $4,175-12.4% | $3,660-0.1% | $4,761-23.2% |
| Participant deferral / active EE | $8,062 | $4,957+62.6% | $4,370+84.5% | $5,982+34.8% |
| Admin fee / account holder | $10,012 | $7,245+38.2% | $5,945+68.4% | $11,246-11.0% |