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 | $76,263 | $81,625-6.6% | $58,482+30.4% | $139,434-45.3% |
| Participation rate | 72.7% | 61.3%+11.4pp | 50.9%+21.9pp | 80.3%-7.6pp |
| Annual return | 19.35% | 7404.20%-7384.8pp | 4239.32%-4220.0pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,315 | $1,398-5.9% | $1,053+24.9% | $4,751-72.3% |
| Participant deferral / active EE | $5,527 | $2,557+116.2% | $1,924+187.3% | $6,710-17.6% |
| Admin fee / account holder | $892 | $3,265-72.7% | $2,516-64.6% | $11,403-92.2% |