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 | $89,780 | $88,751+1.2% | $81,812+9.7% | $145,922-38.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 9.57% | 1025.40%-1015.8pp | 773.79%-764.2pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,881 | $3,083+25.9% | $2,912+33.3% | $4,660-16.7% |
| Participant deferral / active EE | $9,845 | $4,643+112.0% | $4,319+128.0% | $6,688+47.2% |
| Admin fee / account holder | $2,642 | $8,415-68.6% | $7,386-64.2% | $13,397-80.3% |