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 | $136,094 | $88,751+53.3% | $81,812+66.4% | $145,922-6.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 12.64% | 1025.40%-1012.8pp | 773.79%-761.1pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,293 | $3,083+39.2% | $2,912+47.4% | $4,660-7.9% |
| Participant deferral / active EE | $9,189 | $4,643+97.9% | $4,319+112.8% | $6,688+37.4% |
| Admin fee / account holder | $787 | $8,415-90.6% | $7,386-89.3% | $13,397-94.1% |