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 | $121,887 | $109,817+11.0% | $98,442+23.8% | $167,490-27.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.15% | 1956.69%-1945.5pp | 1492.73%-1481.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $2,385 | $3,224-26.0% | $2,960-19.4% | $4,837-50.7% |
| Participant deferral / active EE | $6,049 | $4,673+29.4% | $4,276+41.5% | $6,341-4.6% |
| Admin fee / account holder | $8,750 | $6,753+29.6% | $5,949+47.1% | $12,309-28.9% |