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 | $110,822 | $105,998+4.6% | $92,233+20.2% | $147,584-24.9% |
| Participation rate | 91.7% | 80.4%+11.3pp | 76.5%+15.2pp | 82.8%+8.8pp |
| Annual return | 34.36% | 50.05%-15.7pp | 176.28%-141.9pp | 578.55%-544.2pp |
| Employer contribution / active EE | $1,165 | $4,333-73.1% | $3,679-68.3% | $4,876-76.1% |
| Participant deferral / active EE | $2,908 | $4,478-35.1% | $3,897-25.4% | $5,439-46.5% |
| Admin fee / account holder | $858 | $6,332-86.5% | $5,194-83.5% | $10,885-92.1% |