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 | $99,064 | $111,724-11.3% | $93,606+5.8% | $145,922-32.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 19.17% | 202.98%-183.8pp | 133.20%-114.0pp | 561.29%-542.1pp |
| Employer contribution / active EE | $4,582 | $3,090+48.3% | $2,420+89.4% | $4,660-1.7% |
| Participant deferral / active EE | $10,284 | $4,912+109.4% | $4,411+133.1% | $6,688+53.8% |
| Admin fee / account holder | $386 | $10,250-96.2% | $8,285-95.3% | $13,397-97.1% |