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 | $145,619 | $109,817+32.6% | $98,442+47.9% | $167,490-13.1% |
| Participation rate | 94.1% | 75.8%+18.3pp | 73.3%+20.8pp | 82.1%+12.0pp |
| Annual return | 13.54% | 1956.69%-1943.1pp | 1492.73%-1479.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $4,125 | $3,224+27.9% | $2,960+39.4% | $4,837-14.7% |
| Participant deferral / active EE | $5,146 | $4,673+10.1% | $4,276+20.3% | $6,341-18.9% |
| Admin fee / account holder | $1,316 | $6,753-80.5% | $5,949-77.9% | $12,309-89.3% |