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 | $102,689 | $111,724-8.1% | $93,606+9.7% | $145,922-29.6% |
| Participation rate | 84.6% | 74.2%+10.4pp | 68.7%+15.9pp | 80.3%+4.3pp |
| Annual return | 18.59% | 202.98%-184.4pp | 133.20%-114.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $14,906 | $3,090+382.4% | $2,420+516.0% | $4,660+219.9% |
| Participant deferral / active EE | $7,123 | $4,912+45.0% | $4,411+61.5% | $6,688+6.5% |
| Admin fee / account holder | $817 | $10,250-92.0% | $8,285-90.1% | $13,397-93.9% |