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 | $94,254 | $88,751+6.2% | $81,812+15.2% | $145,922-35.4% |
| Participation rate | 93.3% | 75.0%+18.3pp | 72.3%+21.0pp | 80.3%+13.1pp |
| Annual return | 15.85% | 1025.40%-1009.6pp | 773.79%-757.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $2,265 | $3,083-26.5% | $2,912-22.2% | $4,660-51.4% |
| Participant deferral / active EE | $7,015 | $4,643+51.1% | $4,319+62.4% | $6,688+4.9% |
| Admin fee / account holder | $8,961 | $8,415+6.5% | $7,386+21.3% | $13,397-33.1% |