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 | $100,703 | $100,773-0.1% | $88,946+13.2% | $142,382-29.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.23% | 70.18%-57.9pp | 57.82%-45.6pp | 217.08%-204.8pp |
| Employer contribution / active EE | $4,325 | $2,918+48.2% | $2,555+69.3% | $4,299+0.6% |
| Participant deferral / active EE | $2,762 | $5,230-47.2% | $4,581-39.7% | $6,507-57.6% |
| Admin fee / account holder | $12,064 | $9,693+24.5% | $8,261+46.0% | $12,624-4.4% |