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 | $132,341 | $124,185+6.6% | $108,410+22.1% | $167,490-21.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 19.24% | 1379.64%-1360.4pp | 905.27%-886.0pp | 478.56%-459.3pp |
| Employer contribution / active EE | $7,143 | $4,187+70.6% | $3,558+100.7% | $4,837+47.7% |
| Participant deferral / active EE | $9,358 | $6,908+35.5% | $6,563+42.6% | $6,341+47.6% |
| Admin fee / account holder | $3,436 | $9,455-63.7% | $7,295-52.9% | $12,309-72.1% |