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 | $108,037 | $115,770-6.7% | $101,248+6.7% | $158,922-32.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.01% | 56.14%-46.1pp | 46.47%-36.5pp | 302.83%-292.8pp |
| Employer contribution / active EE | $3,479 | $4,175-16.7% | $3,660-4.9% | $4,761-26.9% |
| Participant deferral / active EE | $6,756 | $4,957+36.3% | $4,370+54.6% | $5,982+12.9% |
| Admin fee / account holder | $8,280 | $7,245+14.3% | $5,945+39.3% | $11,246-26.4% |