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 | $77,751 | $57,281+35.7% | $86,612-10.2% | $75,163+3.4% |
| Participation rate | 92.6% | 63.2%+29.4pp | 71.7%+20.9pp | 67.2%+25.4pp |
| Annual return | 22.72% | 2670.75%-2648.0pp | 591.07%-568.3pp | 160.62%-137.9pp |
| Employer contribution / active EE | $4,919 | $2,314+112.5% | $3,022+62.8% | $2,670+84.3% |
| Participant deferral / active EE | $12,227 | $3,318+268.5% | $4,438+175.5% | $4,125+196.4% |
| Admin fee / account holder | $4,934 | $4,112+20.0% | $5,614-12.1% | $5,651-12.7% |