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 | $105,222 | $99,020+6.3% | $86,590+21.5% | $147,584-28.7% |
| Participation rate | 81.0% | 76.3%+4.6pp | 73.5%+7.4pp | 82.8%-1.9pp |
| Annual return | 18.44% | 1312.34%-1293.9pp | 964.84%-946.4pp | 578.55%-560.1pp |
| Employer contribution / active EE | $190 | $3,132-93.9% | $2,839-93.3% | $4,876-96.1% |
| Participant deferral / active EE | $3,371 | $3,972-15.1% | $3,609-6.6% | $5,439-38.0% |
| Admin fee / account holder | $12,331 | $5,710+115.9% | $4,906+151.4% | $10,885+13.3% |