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 | $111,821 | $99,020+12.9% | $86,590+29.1% | $147,584-24.2% |
| Participation rate | 94.1% | 76.3%+17.8pp | 73.5%+20.6pp | 82.8%+11.3pp |
| Annual return | 35.47% | 1312.34%-1276.9pp | 964.84%-929.4pp | 578.55%-543.1pp |
| Employer contribution / active EE | $6,938 | $3,132+121.5% | $2,839+144.4% | $4,876+42.3% |
| Participant deferral / active EE | $3,756 | $3,972-5.5% | $3,609+4.1% | $5,439-30.9% |
| Admin fee / account holder | $23,087 | $5,710+304.3% | $4,906+370.6% | $10,885+112.1% |