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 | $157,252 | $100,852+55.9% | $90,404+73.9% | $158,922-1.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 15.97% | 1724.20%-1708.2pp | 1293.02%-1277.0pp | 302.83%-286.9pp |
| Employer contribution / active EE | $7,314 | $3,689+98.3% | $3,262+124.2% | $4,761+53.6% |
| Participant deferral / active EE | $7,663 | $4,348+76.2% | $3,963+93.3% | $5,982+28.1% |
| Admin fee / account holder | $2,085 | $6,501-67.9% | $5,611-62.8% | $11,246-81.5% |