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 | $105,480 | $109,817-3.9% | $98,442+7.1% | $167,490-37.0% |
| Participation rate | 94.7% | 75.8%+18.9pp | 73.3%+21.4pp | 82.1%+12.6pp |
| Annual return | 13.73% | 1956.69%-1943.0pp | 1492.73%-1479.0pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,392 | $3,224-56.8% | $2,960-53.0% | $4,837-71.2% |
| Participant deferral / active EE | $6,378 | $4,673+36.5% | $4,276+49.2% | $6,341+0.6% |
| Admin fee / account holder | $2,361 | $6,753-65.0% | $5,949-60.3% | $12,309-80.8% |