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 | $114,828 | $115,770-0.8% | $101,248+13.4% | $158,922-27.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.36% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $6,156 | $4,175+47.5% | $3,660+68.2% | $4,761+29.3% |
| Participant deferral / active EE | $4,663 | $4,957-5.9% | $4,370+6.7% | $5,982-22.1% |
| Admin fee / account holder | $2,823 | $7,245-61.0% | $5,945-52.5% | $11,246-74.9% |