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 | $136,756 | $102,604+33.3% | $86,188+58.7% | $139,434-1.9% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 13.63% | 1922.51%-1908.9pp | 1168.45%-1154.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,112 | $3,032-30.4% | $2,380-11.3% | $4,751-55.5% |
| Participant deferral / active EE | $8,334 | $4,676+78.2% | $3,985+109.1% | $6,710+24.2% |
| Admin fee / account holder | $1,308 | $8,657-84.9% | $6,852-80.9% | $11,403-88.5% |