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 | $67,024 | $99,020-32.3% | $86,590-22.6% | $147,584-54.6% |
| Participation rate | 86.7% | 76.3%+10.3pp | 73.5%+13.1pp | 82.8%+3.8pp |
| Annual return | 17.67% | 1312.34%-1294.7pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $7,042 | $3,132+124.8% | $2,839+148.0% | $4,876+44.4% |
| Participant deferral / active EE | $7,753 | $3,972+95.2% | $3,609+114.8% | $5,439+42.5% |
| Admin fee / account holder | $432 | $5,710-92.4% | $4,906-91.2% | $10,885-96.0% |