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 | $113,525 | $99,020+14.6% | $86,590+31.1% | $147,584-23.1% |
| Participation rate | 88.9% | 76.3%+12.5pp | 73.5%+15.3pp | 82.8%+6.1pp |
| Annual return | 14.82% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $2,341 | $3,132-25.3% | $2,839-17.6% | $4,876-52.0% |
| Participant deferral / active EE | $7,344 | $3,972+84.9% | $3,609+103.5% | $5,439+35.0% |
| Admin fee / account holder | $2,105 | $5,710-63.1% | $4,906-57.1% | $10,885-80.7% |