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 | $117,596 | $88,751+32.5% | $81,812+43.7% | $145,922-19.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 17.05% | 1025.40%-1008.3pp | 773.79%-756.7pp | 561.29%-544.2pp |
| Employer contribution / active EE | $8,810 | $3,083+185.7% | $2,912+202.5% | $4,660+89.1% |
| Participant deferral / active EE | $5,124 | $4,643+10.4% | $4,319+18.6% | $6,688-23.4% |
| Admin fee / account holder | $3,592 | $8,415-57.3% | $7,386-51.4% | $13,397-73.2% |