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 | $104,817 | $102,317+2.4% | $146,958-28.7% | $80,856+29.6% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.2%+7.8pp | 67.6%+22.4pp |
| Annual return | 15.46% | 134.76%-119.3pp | 418.34%-402.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $4,832 | $3,713+30.1% | $4,933-2.0% | $2,755+75.4% |
| Participant deferral / active EE | $7,042 | $6,644+6.0% | $8,070-12.7% | $4,296+63.9% |
| Admin fee / account holder | $536 | $7,941-93.3% | $12,998-95.9% | $6,918-92.3% |