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 | $137,769 | $96,305+43.1% | $80,569+71.0% | $139,434-1.2% |
| Participation rate | 90.0% | 73.6%+16.4pp | 67.0%+23.0pp | 80.3%+9.7pp |
| Annual return | 19.69% | 1350.08%-1330.4pp | 935.43%-915.7pp | 372.94%-353.3pp |
| Employer contribution / active EE | $14,816 | $3,262+354.2% | $2,723+444.0% | $4,751+211.9% |
| Participant deferral / active EE | $10,758 | $5,232+105.6% | $4,447+141.9% | $6,710+60.3% |
| Admin fee / account holder | $3,295 | $6,599-50.1% | $5,377-38.7% | $11,403-71.1% |