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 | $101,121 | $111,724-9.5% | $93,606+8.0% | $145,922-30.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.24% | 202.98%-193.7pp | 133.20%-124.0pp | 561.29%-552.0pp |
| Employer contribution / active EE | $9,274 | $3,090+200.2% | $2,420+283.3% | $4,660+99.0% |
| Participant deferral / active EE | $9,274 | $4,912+88.8% | $4,411+110.2% | $6,688+38.7% |
| Admin fee / account holder | $1,365 | $10,250-86.7% | $8,285-83.5% | $13,397-89.8% |