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 | $116,433 | $88,751+31.2% | $81,812+42.3% | $145,922-20.2% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 11.78% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,073 | $3,083-32.8% | $2,912-28.8% | $4,660-55.5% |
| Participant deferral / active EE | $12,896 | $4,643+177.8% | $4,319+198.6% | $6,688+92.8% |
| Admin fee / account holder | $6,004 | $8,415-28.7% | $7,386-18.7% | $13,397-55.2% |