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 | $99,976 | $105,998-5.7% | $92,233+8.4% | $147,584-32.3% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 15.33% | 50.05%-34.7pp | 176.28%-161.0pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,545 | $4,333-64.3% | $3,679-58.0% | $4,876-68.3% |
| Participant deferral / active EE | $5,110 | $4,478+14.1% | $3,897+31.1% | $5,439-6.0% |
| Admin fee / account holder | $8,669 | $6,332+36.9% | $5,194+66.9% | $10,885-20.4% |