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 | $99,532 | $100,852-1.3% | $90,404+10.1% | $158,922-37.4% |
| Participation rate | 84.6% | 75.0%+9.6pp | 72.7%+11.9pp | 82.0%+2.7pp |
| Annual return | 19.87% | 1724.20%-1704.3pp | 1293.02%-1273.1pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,539 | $3,689-4.1% | $3,262+8.5% | $4,761-25.7% |
| Participant deferral / active EE | $6,708 | $4,348+54.3% | $3,963+69.3% | $5,982+12.1% |
| Admin fee / account holder | $532 | $6,501-91.8% | $5,611-90.5% | $11,246-95.3% |