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 | $119,747 | $105,998+13.0% | $92,233+29.8% | $147,584-18.9% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 165.42% | 50.05%+115.4pp | 176.28%-10.9pp | 578.55%-413.1pp |
| Employer contribution / active EE | $1,866 | $4,333-56.9% | $3,679-49.3% | $4,876-61.7% |
| Participant deferral / active EE | $4,030 | $4,478-10.0% | $3,897+3.4% | $5,439-25.9% |
| Admin fee / account holder | $602 | $6,332-90.5% | $5,194-88.4% | $10,885-94.5% |