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 | $108,104 | $106,543+1.5% | $91,220+18.5% | $134,475-19.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 6.34% | 160.60%-154.3pp | 114.01%-107.7pp | 417.96%-411.6pp |
| Employer contribution / active EE | $1,010 | $3,331-69.7% | $2,850-64.6% | $4,740-78.7% |
| Participant deferral / active EE | $2,029 | $4,719-57.0% | $4,234-52.1% | $6,400-68.3% |
| Admin fee / account holder | $15,667 | $6,231+151.4% | $5,420+189.1% | $11,426+37.1% |