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 | $109,616 | $99,020+10.7% | $86,590+26.6% | $147,584-25.7% |
| Participation rate | 95.7% | 76.3%+19.3pp | 73.5%+22.1pp | 82.8%+12.8pp |
| Annual return | 13.36% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $4,341 | $3,132+38.6% | $2,839+52.9% | $4,876-11.0% |
| Participant deferral / active EE | $2,540 | $3,972-36.1% | $3,609-29.6% | $5,439-53.3% |
| Admin fee / account holder | $3,805 | $5,710-33.4% | $4,906-22.4% | $10,885-65.0% |