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 | $105,715 | $109,817-3.7% | $98,442+7.4% | $167,490-36.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.96% | 1956.69%-1942.7pp | 1492.73%-1478.8pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,591 | $3,224-19.6% | $2,960-12.5% | $4,837-46.4% |
| Participant deferral / active EE | $3,236 | $4,673-30.7% | $4,276-24.3% | $6,341-49.0% |
| Admin fee / account holder | $4,598 | $6,753-31.9% | $5,949-22.7% | $12,309-62.6% |