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 | $112,923 | $102,317+10.4% | $146,958-23.2% | $80,856+39.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.09% | 134.76%-118.7pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $3,004 | $3,713-19.1% | $4,933-39.1% | $2,755+9.1% |
| Participant deferral / active EE | $8,494 | $6,644+27.8% | $8,070+5.3% | $4,296+97.7% |
| Admin fee / account holder | $7,742 | $7,941-2.5% | $12,998-40.4% | $6,918+11.9% |