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 | $104,599 | $102,604+1.9% | $86,188+21.4% | $139,434-25.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.78% | 1922.51%-1906.7pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,257 | $3,032-25.6% | $2,380-5.2% | $4,751-52.5% |
| Participant deferral / active EE | $9,138 | $4,676+95.4% | $3,985+129.3% | $6,710+36.2% |
| Admin fee / account holder | $1,554 | $8,657-82.1% | $6,852-77.3% | $11,403-86.4% |