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 | $156,144 | $88,751+75.9% | $81,812+90.9% | $145,922+7.0% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 17.84% | 1025.40%-1007.6pp | 773.79%-756.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $6,354 | $3,083+106.1% | $2,912+118.2% | $4,660+36.4% |
| Participant deferral / active EE | $14,198 | $4,643+205.8% | $4,319+228.8% | $6,688+112.3% |
| Admin fee / account holder | $27,827 | $8,415+230.7% | $7,386+276.8% | $13,397+107.7% |