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 | $76,669 | $96,305-20.4% | $80,569-4.8% | $139,434-45.0% |
| Participation rate | 85.7% | 73.6%+12.1pp | 67.0%+18.7pp | 80.3%+5.4pp |
| Annual return | 14.74% | 1350.08%-1335.3pp | 935.43%-920.7pp | 372.94%-358.2pp |
| Employer contribution / active EE | $4,125 | $3,262+26.4% | $2,723+51.4% | $4,751-13.2% |
| Participant deferral / active EE | $11,901 | $5,232+127.5% | $4,447+167.6% | $6,710+77.4% |
| Admin fee / account holder | $5,736 | $6,599-13.1% | $5,377+6.7% | $11,403-49.7% |