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 | $100,543 | $102,604-2.0% | $86,188+16.7% | $139,434-27.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | 27.26% | 1922.51%-1895.2pp | 1168.45%-1141.2pp | 372.94%-345.7pp |
| Employer contribution / active EE | $2,774 | $3,032-8.5% | $2,380+16.5% | $4,751-41.6% |
| Participant deferral / active EE | $10,871 | $4,676+132.5% | $3,985+172.8% | $6,710+62.0% |
| Admin fee / account holder | $2,182 | $8,657-74.8% | $6,852-68.2% | $11,403-80.9% |