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 | $106,956 | $115,770-7.6% | $101,248+5.6% | $158,922-32.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 7.70% | 56.14%-48.4pp | 46.47%-38.8pp | 302.83%-295.1pp |
| Employer contribution / active EE | $5,193 | $4,175+24.4% | $3,660+41.9% | $4,761+9.1% |
| Participant deferral / active EE | $2,572 | $4,957-48.1% | $4,370-41.2% | $5,982-57.0% |
| Admin fee / account holder | $4,836 | $7,245-33.2% | $5,945-18.7% | $11,246-57.0% |