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 | $117,989 | $102,604+15.0% | $86,188+36.9% | $139,434-15.4% |
| Participation rate | 86.4% | 74.5%+11.9pp | 69.0%+17.4pp | 80.3%+6.0pp |
| Annual return | 12.14% | 1922.51%-1910.4pp | 1168.45%-1156.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,968 | $4,676+27.6% | $3,985+49.8% | $6,710-11.1% |
| Admin fee / account holder | $13,654 | $8,657+57.7% | $6,852+99.3% | $11,403+19.7% |