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 | $136,312 | $99,020+37.7% | $86,590+57.4% | $147,584-7.6% |
| Participation rate | 94.7% | 76.3%+18.4pp | 73.5%+21.2pp | 82.8%+11.9pp |
| Annual return | 21.49% | 1312.34%-1290.8pp | 964.84%-943.4pp | 578.55%-557.1pp |
| Employer contribution / active EE | $2,898 | $3,132-7.5% | $2,839+2.1% | $4,876-40.6% |
| Participant deferral / active EE | $5,075 | $3,972+27.8% | $3,609+40.6% | $5,439-6.7% |
| Admin fee / account holder | $2,422 | $5,710-57.6% | $4,906-50.6% | $10,885-77.8% |