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 | $103,294 | $100,852+2.4% | $90,404+14.3% | $158,922-35.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.22% | 1724.20%-1701.0pp | 1293.02%-1269.8pp | 302.83%-279.6pp |
| Employer contribution / active EE | $3,327 | $3,689-9.8% | $3,262+2.0% | $4,761-30.1% |
| Participant deferral / active EE | $3,568 | $4,348-17.9% | $3,963-10.0% | $5,982-40.4% |
| Admin fee / account holder | $2,468 | $6,501-62.0% | $5,611-56.0% | $11,246-78.1% |