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 | $155,046 | $124,185+24.9% | $108,410+43.0% | $167,490-7.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.68% | 1379.64%-1363.0pp | 905.27%-888.6pp | 478.56%-461.9pp |
| Employer contribution / active EE | $7,682 | $4,187+83.5% | $3,558+115.9% | $4,837+58.8% |
| Participant deferral / active EE | $15,507 | $6,908+124.5% | $6,563+136.3% | $6,341+144.5% |
| Admin fee / account holder | $2,743 | $9,455-71.0% | $7,295-62.4% | $12,309-77.7% |