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 | $104,626 | $81,625+28.2% | $58,482+78.9% | $139,434-25.0% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 25.39% | 7404.20%-7378.8pp | 4239.32%-4213.9pp | 372.94%-347.5pp |
| Employer contribution / active EE | $1,133 | $1,398-19.0% | $1,053+7.6% | $4,751-76.1% |
| Participant deferral / active EE | $3,966 | $2,557+55.1% | $1,924+106.1% | $6,710-40.9% |
| Admin fee / account holder | $13,619 | $3,265+317.1% | $2,516+441.3% | $11,403+19.4% |