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 4-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 | $95,689 | $88,751+7.8% | $81,812+17.0% | $145,922-34.4% |
| Participation rate | 94.1% | 75.0%+19.1pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 13.07% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,296 | $3,083+39.3% | $2,912+47.5% | $4,660-7.8% |
| Participant deferral / active EE | $12,375 | $4,643+166.5% | $4,319+186.5% | $6,688+85.0% |
| Admin fee / account holder | $1,051 | $8,415-87.5% | $7,386-85.8% | $13,397-92.2% |