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 | $105,335 | $105,998-0.6% | $92,233+14.2% | $147,584-28.6% |
| Participation rate | 81.0% | 80.4%+0.5pp | 76.5%+4.5pp | 82.8%-1.9pp |
| Annual return | 11.73% | 50.05%-38.3pp | 176.28%-164.6pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,232 | $4,333-48.5% | $3,679-39.3% | $4,876-54.2% |
| Participant deferral / active EE | $3,546 | $4,478-20.8% | $3,897-9.0% | $5,439-34.8% |
| Admin fee / account holder | $11,305 | $6,332+78.5% | $5,194+117.7% | $10,885+3.9% |