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 | $90,597 | $100,852-10.2% | $90,404+0.2% | $158,922-43.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 12.98% | 1724.20%-1711.2pp | 1293.02%-1280.0pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,289 | $3,689-37.9% | $3,262-29.8% | $4,761-51.9% |
| Participant deferral / active EE | $2,863 | $4,348-34.1% | $3,963-27.8% | $5,982-52.1% |
| Admin fee / account holder | $6,252 | $6,501-3.8% | $5,611+11.4% | $11,246-44.4% |