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 | $136,848 | $96,305+42.1% | $80,569+69.9% | $139,434-1.9% |
| Participation rate | 88.9% | 73.6%+15.3pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | 17.94% | 1350.08%-1332.1pp | 935.43%-917.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $3,475 | $3,262+6.5% | $2,723+27.6% | $4,751-26.9% |
| Participant deferral / active EE | $6,875 | $5,232+31.4% | $4,447+54.6% | $6,710+2.5% |
| Admin fee / account holder | $849 | $6,599-87.1% | $5,377-84.2% | $11,403-92.6% |