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 | $104,800 | $88,751+18.1% | $81,812+28.1% | $145,922-28.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 15.10% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,858 | $3,083+25.1% | $2,912+32.5% | $4,660-17.2% |
| Participant deferral / active EE | $7,271 | $4,643+56.6% | $4,319+68.4% | $6,688+8.7% |
| Admin fee / account holder | $3,298 | $8,415-60.8% | $7,386-55.4% | $13,397-75.4% |