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 | $134,107 | $108,642+23.4% | $74,701+79.5% | $152,861-12.3% |
| Participation rate | 77.8% | 65.3%+12.4pp | 54.5%+23.3pp | 82.4%-4.7pp |
| Annual return | 23.41% | 114.06%-90.7pp | 752.92%-729.5pp | 345.32%-321.9pp |
| Employer contribution / active EE | $3,122 | $1,503+107.7% | $1,084+188.1% | $4,762-34.4% |
| Participant deferral / active EE | $5,556 | $2,712+104.8% | $1,964+182.9% | $5,850-5.0% |
| Admin fee / account holder | $1,234 | $4,902-74.8% | $3,333-63.0% | $11,596-89.4% |