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 | $86,579 | $107,334-19.3% | $92,893-6.8% | $152,861-43.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 57.44% | 145.58%-88.1pp | 109.41%-52.0pp | 345.32%-287.9pp |
| Employer contribution / active EE | $6,671 | $4,221+58.0% | $3,653+82.6% | $4,762+40.1% |
| Participant deferral / active EE | $10,346 | $4,845+113.6% | $4,236+144.2% | $5,850+76.9% |
| Admin fee / account holder | $940 | $7,079-86.7% | $5,794-83.8% | $11,596-91.9% |