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 | $130,773 | $99,020+32.1% | $86,590+51.0% | $147,584-11.4% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 15.72% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $1,229 | $3,132-60.8% | $2,839-56.7% | $4,876-74.8% |
| Participant deferral / active EE | $3,310 | $3,972-16.7% | $3,609-8.3% | $5,439-39.1% |
| Admin fee / account holder | $641 | $5,710-88.8% | $4,906-86.9% | $10,885-94.1% |