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 | $103,397 | $109,817-5.8% | $98,442+5.0% | $167,490-38.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 15.26% | 1956.69%-1941.4pp | 1492.73%-1477.5pp | 478.56%-463.3pp |
| Employer contribution / active EE | $7,714 | $3,224+139.3% | $2,960+160.6% | $4,837+59.5% |
| Participant deferral / active EE | $5,286 | $4,673+13.1% | $4,276+23.6% | $6,341-16.6% |
| Admin fee / account holder | $1,317 | $6,753-80.5% | $5,949-77.9% | $12,309-89.3% |