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 | $96,279 | $102,604-6.2% | $86,188+11.7% | $139,434-30.9% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 13.81% | 1922.51%-1908.7pp | 1168.45%-1154.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $1,648 | $3,032-45.7% | $2,380-30.8% | $4,751-65.3% |
| Participant deferral / active EE | $4,275 | $4,676-8.6% | $3,985+7.3% | $6,710-36.3% |
| Admin fee / account holder | $656 | $8,657-92.4% | $6,852-90.4% | $11,403-94.3% |