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 | $132,127 | $100,852+31.0% | $90,404+46.2% | $158,922-16.9% |
| Participation rate | 95.0% | 75.0%+20.0pp | 72.7%+22.3pp | 82.0%+13.0pp |
| Annual return | 6.20% | 1724.20%-1718.0pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $2,582 | $3,689-30.0% | $3,262-20.8% | $4,761-45.8% |
| Participant deferral / active EE | $7,404 | $4,348+70.3% | $3,963+86.8% | $5,982+23.8% |
| Admin fee / account holder | $17,088 | $6,501+162.8% | $5,611+204.5% | $11,246+51.9% |