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 | $88,257 | $102,604-14.0% | $86,188+2.4% | $139,434-36.7% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 23.51% | 1922.51%-1899.0pp | 1168.45%-1144.9pp | 372.94%-349.4pp |
| Employer contribution / active EE | $3,009 | $3,032-0.8% | $2,380+26.4% | $4,751-36.7% |
| Participant deferral / active EE | $5,833 | $4,676+24.8% | $3,985+46.4% | $6,710-13.1% |
| Admin fee / account holder | $689 | $8,657-92.0% | $6,852-89.9% | $11,403-94.0% |