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 | $104,271 | $105,998-1.6% | $92,233+13.1% | $147,584-29.3% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 15.78% | 50.05%-34.3pp | 176.28%-160.5pp | 578.55%-562.8pp |
| Employer contribution / active EE | $9,375 | $4,333+116.4% | $3,679+154.8% | $4,876+92.3% |
| Participant deferral / active EE | $4,092 | $4,478-8.6% | $3,897+5.0% | $5,439-24.8% |
| Admin fee / account holder | $1,019 | $6,332-83.9% | $5,194-80.4% | $10,885-90.6% |