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 | $88,357 | $99,020-10.8% | $86,590+2.0% | $147,584-40.1% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 19.60% | 1312.34%-1292.7pp | 964.84%-945.2pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,926 | $3,132-6.6% | $2,839+3.0% | $4,876-40.0% |
| Participant deferral / active EE | $3,592 | $3,972-9.6% | $3,609-0.5% | $5,439-34.0% |
| Admin fee / account holder | $10,585 | $5,710+85.4% | $4,906+115.8% | $10,885-2.8% |