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 | $173,679 | $156,846+10.7% | $121,098+43.4% | $139,434+24.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 69.5%+20.5pp | 80.3%+9.7pp |
| Annual return | 17.42% | 1474.56%-1457.1pp | 985.75%-968.3pp | 372.94%-355.5pp |
| Employer contribution / active EE | $3,420 | $5,536-38.2% | $4,164-17.9% | $4,751-28.0% |
| Participant deferral / active EE | $6,019 | $4,844+24.3% | $4,080+47.5% | $6,710-10.3% |
| Admin fee / account holder | $1,228 | $6,946-82.3% | $5,644-78.2% | $11,403-89.2% |