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 | $117,395 | $105,998+10.8% | $92,233+27.3% | $147,584-20.5% |
| Participation rate | 86.4% | 80.4%+6.0pp | 76.5%+9.9pp | 82.8%+3.5pp |
| Annual return | 14.58% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $1,788 | $4,333-58.7% | $3,679-51.4% | $4,876-63.3% |
| Participant deferral / active EE | $4,439 | $4,478-0.9% | $3,897+13.9% | $5,439-18.4% |
| Admin fee / account holder | $803 | $6,332-87.3% | $5,194-84.5% | $10,885-92.6% |