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 | $95,855 | $99,020-3.2% | $86,590+10.7% | $147,584-35.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 10.33% | 1312.34%-1302.0pp | 964.84%-954.5pp | 578.55%-568.2pp |
| Employer contribution / active EE | $64 | $3,132-97.9% | $2,839-97.7% | $4,876-98.7% |
| Participant deferral / active EE | $4,272 | $3,972+7.6% | $3,609+18.4% | $5,439-21.4% |
| Admin fee / account holder | $3,062 | $5,710-46.4% | $4,906-37.6% | $10,885-71.9% |