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 9-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 | $113,711 | $96,305+18.1% | $80,569+41.1% | $139,434-18.4% |
| Participation rate | 92.3% | 73.6%+18.7pp | 67.0%+25.3pp | 80.3%+12.0pp |
| Annual return | 17.28% | 1350.08%-1332.8pp | 935.43%-918.1pp | 372.94%-355.7pp |
| Employer contribution / active EE | $8,980 | $3,262+175.3% | $2,723+229.7% | $4,751+89.0% |
| Participant deferral / active EE | $3,280 | $5,232-37.3% | $4,447-26.2% | $6,710-51.1% |
| Admin fee / account holder | $1,539 | $6,599-76.7% | $5,377-71.4% | $11,403-86.5% |