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 | $107,594 | $109,817-2.0% | $98,442+9.3% | $167,490-35.8% |
| Participation rate | 70.6% | 75.8%-5.2pp | 73.3%-2.7pp | 82.1%-11.5pp |
| Annual return | 16.59% | 1956.69%-1940.1pp | 1492.73%-1476.1pp | 478.56%-462.0pp |
| Employer contribution / active EE | $5,750 | $3,224+78.4% | $2,960+94.3% | $4,837+18.9% |
| Participant deferral / active EE | $10,134 | $4,673+116.9% | $4,276+137.0% | $6,341+59.8% |
| Admin fee / account holder | $6,330 | $6,753-6.3% | $5,949+6.4% | $12,309-48.6% |