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 | $124,042 | $100,852+23.0% | $90,404+37.2% | $158,922-21.9% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.7%+8.6pp | 82.0%-0.7pp |
| Annual return | 17.47% | 1724.20%-1706.7pp | 1293.02%-1275.5pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,179 | $3,689+40.4% | $3,262+58.8% | $4,761+8.8% |
| Participant deferral / active EE | $5,548 | $4,348+27.6% | $3,963+40.0% | $5,982-7.3% |
| Admin fee / account holder | $5,945 | $6,501-8.6% | $5,611+6.0% | $11,246-47.1% |