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 | $97,884 | $102,604-4.6% | $86,188+13.6% | $139,434-29.8% |
| Participation rate | 93.8% | 74.5%+19.3pp | 69.0%+24.8pp | 80.3%+13.4pp |
| Annual return | 16.25% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,853 | $3,032+60.1% | $2,380+103.9% | $4,751+2.2% |
| Participant deferral / active EE | $8,109 | $4,676+73.4% | $3,985+103.5% | $6,710+20.8% |
| Admin fee / account holder | $649 | $8,657-92.5% | $6,852-90.5% | $11,403-94.3% |