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 | $125,046 | $72,400+72.7% | $67,502+85.2% | $145,922-14.3% |
| Participation rate | 73.7% | 76.9%-3.2pp | 72.9%+0.8pp | 80.3%-6.6pp |
| Annual return | 17.33% | 7182.46%-7165.1pp | 3512.12%-3494.8pp | 561.29%-544.0pp |
| Employer contribution / active EE | $4,595 | $3,069+49.7% | $2,731+68.2% | $4,660-1.4% |
| Participant deferral / active EE | $7,065 | $4,783+47.7% | $4,000+76.6% | $6,688+5.6% |
| Admin fee / account holder | $695 | $5,539-87.5% | $3,998-82.6% | $13,397-94.8% |